Diary of a Tax Practice Owner

No More 90-hour work weeks: How Catherine Roe Built a Balanced, Successful Tax Practice // Ep.32

Jamie Gruol & Jessica Smith — Mon, 09 Jun 2025 06:00:00 -0400

In this episode of Diary of a Tax Practice Owner, we welcome Catherine Roe, founder of Cowart Roe CPA and Cowart Roe Academy. Catherine shares her inspiring journey from a traditional accounting career to owning a successful virtual CPA firm and becoming an advocate for work-life balance.

Discover how she navigated career challenges, leveraged technology, and wrote her bestselling book, 'No More 24/7: Entrepreneurs Take Your Life Back'.

Connect with Catherine Roe -

✅ Links to W4TP Resources:

👉🏻 Join Our Signature Program - Workflows For Tax Pros - Click Here

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

👉🏻 3 Months of Free TaxDome! - Use our exclusive Partner link to get your free trial started today, and when you fall in love with what TaxDome can do for you - you will get 2 free months of TaxDome added to annual subscription.

👉🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

Redefining Accounting: How to Build a Marketing Strategy That Works for Your Firm with Kristen Corey // Ep.31

Jamie Gruol & Jessica Smith — Mon, 26 May 2025 06:00:00 -0400

In this episode of Diary of a Tax Practice Owner, Jamie welcomes Kristen, founder of Media Books, who tells her journey from an accountant to a creative marketer.

Discover how Kristen leveraged her skills in marketing to create a unique niche for herself in online marketing for accountants, bookkeepers, and tax professionals. Learn about the importance of personal branding, niche specialization, and how a well-crafted website can pre-sell your services.

They dive deep into:

✨Why cookie-cutter websites don’t work anymore (and what to do instead)

✨How personal branding builds trust with potential clients

✨Why niching doesn’t mean turning down every “non-ideal” client

✨How to market your firm without feeling fake, loud, or salesy

✨How to build a website that pre-sells your services and screens the right leads

Connect with Kristen below:

Facebook: https://www.facebook.com/kristen.corey.MB/

LinkedIn: https://www.linkedin.com/in/kristen-corey/

Instagram: https://www.instagram.com/mediabooksagency/#

Don't miss this inspiring episode of Diary of a Practice Owner!

🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474

✅ Links to Resources:

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

👉🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

How Josie Built a Boutique Tax Practice with Just 50 Clients and No Team // Ep.30

Jamie Gruol & Jessica Smith — Mon, 12 May 2025 06:15:00 -0400

In this inspiring episode, Jamie Gruol interviews the expert Josie Parr-CPA, tax strategist, and founder of Solo Tax Coach. From grinding 70-hour weeks at a top 100 firm to building a boutique, high-profit practice working just 20 hours a week, Josie’s story is both raw and empowering.

The Episode dives deep into:

The moment Josie knew corporate life was no longer sustainable
How she overcame fear and scarcity to launch her solo firm
The role of boundaries, automations, and intentional client work
How she now helps other tax professionals build lifestyle-first businesses

Connect with Josie -

Josie Parr, CPA, MST is a tax strategist and practice owner with 20 years of experience. She runs Solo Tax Coach, an education hub for independent tax pros, and created the annual Profitable Lifestyle Firm Summit, an on demand event packed with real world tools, templates, and resources for small tax and accounting firm owners.

www.solotaxcoach.com
www.profitablelifestylefirm.com
www.jparrcpa.com

Don't miss this inspiring episode of Diary of a Practice Owner!

🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474

✅ Links to Resources:

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

👉🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

Why I Walked Away from Corporate to Help Tax Pros Reclaim Their Time // Ep.29

Jamie Gruol & Jessica Smith — Mon, 05 May 2025 06:00:00 -0400

Join Jamie Gruol in this solo episode of Diary of a Tax Practice Owner as she shares her journey from traditional accounting to creating a business that supports her life, not the other way around. Learn the importance of automating your practice with technology and implementing systems to achieve a balanced and fulfilling life.

Jamie discusses how her background and skills have led her to help other small practice owners transform their businesses for greater freedom and joy.

Discover practical tips on building a life-first business, and take a moment to reflect on what that could look like for you.

Don't miss this inspiring episode of Diary of a Practice Owner!

🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474

✅ Links to Resources:

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

👉🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

How Jessica took her first two week Vacation as a Tax Practice Owner Without her Business Falling Apart // Ep.28

Jamie Gruol & Jessica Smith — Mon, 31 Mar 2025 06:00:00 -0400

In this episode of "Diary of a Tax Practice Owner," hosts Jamie Groul and Jessica Smith tackle the critical but often overlooked topic of taking time off as a tax professional. They share personal experiences and practical advice for building a practice that allows for guilt-free vacations, even during the busiest seasons.

Episode Highlights:

Why taking extended breaks is essential for tax professionals to prevent burnout and uplevel their business mindset
Jessica's journey from corporate "no time off" culture to creating a practice that accommodates planned absences
How to handle client expectations around your availability during tax season
The surprising truth about ending your tax season before April 15th
The importance of systems like TaxDome for enabling time away without anxiety
Success story: A tax pro who finally took her first beach day with her son during tax season
The neurological benefits of allowing your brain to disengage from technical work
Practical tips for communicating your time off to clients without apology

Don't miss this inspiring episode of Diary of a Practice Owner!

🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474

✅ Links to Resources:

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

👉🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

Breaking the Growth Trap: Why More Clients Won't Fix Your Tax Practice // Ep. 27

Jamie Gruol & Jessica Smith — Mon, 24 Mar 2025 06:00:00 -0400

In this insightful episode of "Diary of a Tax Practice Owner," co-hosts Jamie Gruol and Jessica Smith tackle the all-too-common "growth trap" that ensnares many tax professionals. Jessica shares her personal journey from an underpriced, compliance-focused practice with 250+ returns to a thriving advisory business built on effective systems and higher-value clients.

Episode Highlights:

Why adding more low-value clients only compounds existing problems
The dangers of underpricing and poor onboarding processes
How implementing automated systems created time freedom without sacrificing client experience
The transition from compliance-only to high-value advisory services
Strategies for attracting ideal clients who value relationships over transactions
Why "fluffy" service packages often miss what clients truly want

This conversation reveals how the right systems, proper pricing, and a clear vision of your ideal practice can help you escape the exhausting cycle of working longer hours for diminishing returns.

Don't miss this inspiring episode of Diary of a Practice Owner!

🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474

✅ Links to Resources:

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

👉🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

How to stop letting your clients run your business and set Boundaries that increase your profit // Ep.26

Jamie Gruol & Jessica Smith — Mon, 17 Mar 2025 06:00:00 -0400

In this episode of Diary of A Tax Practice Owner, hosts Jamie Gruol and Jessica discuss the importance of setting boundaries as business owners. They share personal experiences and insights into how boundaries can lead to better client relationships, improved client satisfaction, and a more sustainable business model.

Jessica reflects on her journey from being a support team member to owning a successful tax practice, emphasizing the role of mindset and peer support in establishing effective boundaries. They also provide practical tips for communicating boundaries to clients and maintaining a balance between professional and personal life.

Don't miss this inspiring episode of Diary of a Practice Owner!

🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474

✅ Links to Resources:

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

👉🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

How to Build a Virtual Tax Practice that Gives You Freedom ( Even During Tax Season ) // Ep.25

Jamie Gruol & Jessica Smith — Mon, 10 Mar 2025 06:00:00 -0400

Join hosts Jamie Gruol and Jessica Smith as they discuss the common challenges tax practice owners face during tax season and the benefits of moving towards more efficient, tech-supported, and virtual practices. This episode delves into the importance of standardized operating procedures (SOPs), the transformational impact of practice management software like TaxDome, and real-life success stories of tax professionals who have significantly improved their operations. If you're looking to reduce manual processes, improve client communication, and increase profitability, this discussion offers valuable insights and practical advice.

Don't miss this inspiring episode of Diary of a Practice Owner!

🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474

✅ Links to Resources:

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

👉🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

How Jessica Works 35 Hours a Week While Running a Six-Figure Tax Firm With a Lean Team. // Ep.24

Jamie Gruol & Jessica Smith — Mon, 03 Mar 2025 06:00:00 -0400

In this episode of 'Diary of a Tax Practice Owner,' co-host Jamie Gruol interviews Jessica Smith about her journey in transforming her tax practice. They discuss how Jessica manages to work less than 35 hours a week, maintain a high-value client base, and enjoy family time despite the challenging tax season. Jessica shares her experience from the early days of starting her practice in 2020, the importance of flexibility, and overcoming obstacles including client objections and adopting new technologies. Discover how strategic planning, setting boundaries, and leveraging tools like Tax Dome have enabled her to build a successful, efficient, and enjoyable business.

Don't miss this inspiring episode of Diary of a Practice Owner!

🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474

✅ Links to Resources:

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

👉🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

How to fire PAIN IN THE A$$ CLIENTS and all about setting boundaries. // Ep.23

Jamie Gruol & Jessica Smith — Mon, 24 Feb 2025 06:00:00 -0400

In this episode of Diary of a Tax Practice Owner, we delve into the challenges of dealing with 'Pain in the Ass' (PETA) clients. Joined by Jessica, we discuss the mindset behind firing such clients, the importance of mutual respect in client relationships, and the toll it takes on personal life.

Jessica shares stories of her experiences and how setting boundaries has transformed her tax practice. Learn about strategies for enforcing clear communication, the value of systems like Taxdome, and the strength of mentorship in navigating these tough decisions. Tune in to empower yourself with the tools to create a practice you love.

Don't miss this inspiring episode of Diary of a Practice Owner!

🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474

✅ Links to Resources:

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

👉🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

Ep. 22 - How a Simple Payroll Mistake Led to a Criminal Investigation

Jamie Gruol & Jessica Smith — Mon, 17 Feb 2025 06:00:00 -0400

In this episode of Diary of a Tax Practice Owner, Jessica Smith shares a jaw-dropping story that starts with a simple employee misclassification case but quickly unravels into something much more sinister. What happens when the IRS starts digging and finds more than just payroll mistakes? A family-run business, no payroll, an independent contractor setup that didn’t add up, and a mysterious father lurking behind the scenes—could this taxpayer’s dad actually be tied to organized crime? 😳

Join Jamie and Jessica as they spill the tea on how a routine tax audit turned into a full-blown scandal, the shocking penalties involved, and why the IRS doesn’t play when it comes to payroll taxes. If you’ve ever wondered how deep an audit can go (or just love a little tax drama), you won’t want to miss this one!

Don't miss this inspiring episode of Diary of a Practice Owner!

🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474

✅ Links to Resources:

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

👉🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

Ep. 21 - From Sugar Baby to Tax Scandal: The Shocking Case That Unveiled a Money Laundering Scheme!

Jamie Gruol & Jessica Smith — Mon, 10 Feb 2025 06:00:00 -0400

Welcome back to Diary of a Tax Practice Owner! 🎙️

👉 Disclaimer: No, we're not promoting tax fraud—but we’re spilling the tea on how to spot it.

In this juicy episode, co-hosts Jamie Gruol and Jessica Smith dive into one of Jessica’s most unforgettable cases. A sugar baby turned client raises eyebrows with her six-figure income and some very suspicious transactions. 💰

What started as routine tax filing quickly unraveled into a tangled web of high-stakes relationships, luxury assets, and potential money laundering. Discover how Jessica’s team uncovered red flags, mitigated risks, and navigated the murky waters of this high-profile tax case.

Tune in to hear all the twists, turns, and takeaways that every tax professional needs to know. Don't miss this behind-the-scenes look at the hidden stories behind the numbers!

Ep.20 - How Small Tax Evasion Mistakes Can Cost Big: The Shocking Story of a client with Jessica & Jamie

Jamie Gruol & Jessica Smith — Mon, 03 Feb 2025 06:00:00 -0400

Miniseries: Spill the Tea with Jessica & Jamie.

In this episode of Diary of a Tax Practice Owner, hosts Jamie Gruol and Jessica Smith dive into a special four-part series about the risks of dealing with “crazy” and risky clients. They kick off the series by discussing one particularly alarming case involving a client who was unknowingly caught up in a tax evasion scheme. Jessica shares her firsthand experience working with a promoter of an abusive trust tax evasion scheme, shedding light on how social media has played a role in spreading misleading tax advice.

Listen in as they unpack the true cost of getting involved in these types of schemes, the misconceptions around them, and how even trusted figures can lead individuals down a dangerous path. Tune in for insights into what these schemes entail and how the IRS is cracking down on them.

Key Takeaways:

What is an abusive trust tax evasion scheme? Learn about the mechanisms behind these schemes, why they sound too good to be true, and the truth about their legal standing.
How social media is fueling misinformation: Understand how platforms like Instagram and Twitter are breeding grounds for false tax advice.
The risks of promoting tax fraud: Hear the story of a client who became the subject of IRS scrutiny for promoting these illegal schemes.
IRS red flags: Learn what warning signs to watch out for when it comes to questionable tax advice and how the IRS is catching those involved.
The cost of tax fraud: Find out the potential penalties and long-term consequences of engaging in or promoting tax evasion.

Featured in This Episode:

Jessica Smith shares her experiences as a tax professional dealing with criminal tax matters.
How social media influencers, even those who seem trustworthy, may not be the right sources for tax advice.
The real story of how a client fell victim to tax evasion schemes, and the lessons learned from the experience.

Don't miss this inspiring episode of Diary of a Practice Owner!

🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474

✅ Links to Resources:

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

👉🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

Ep.019 - Building a $2M Tax Practice: Building a Sellable Firm Without Working 80 Hours

Jamie Gruol & Jessica Smith — Mon, 16 Dec 2024 06:00:00 -0400

Welcome back to another edition of Diary of a Tax Practice Owner! In this episode, we are joined by Fred Stein, the esteemed tax director at BQ Tax and Accounting LTD.

Fred shares his journey of growing a multi-state tax practice and discusses crucial strategies for acquisitions and exit planning. With over 30 years of experience in accounting and tax, Fred offers valuable insights into building a successful practice, managing client relationships, and preparing for retirement.

Whether you're just starting or planning your exit, don't miss this enriching conversation that could transform the way you approach your tax practice!

Connect with Fred Stein - www.bqtaxpro.com

Connect on Twitter - https://x.com/fsteincpa

Don't miss this inspiring episode of Diary of a Practice Owner!

🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474

✅ Links to Resources:

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

👉🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

Ep.018 - How to Build Systems That Keep Your Tax Practice Running During Personal Crisis with Tonya Yudizky

Jamie Gruol & Jessica Smith — Mon, 09 Dec 2024 06:00:00 -0400

In this powerful episode of Diary of a Tax Practice Owner, host Jamie Gruol interviews Tonya Yudizky, a tax professional with over 20 years of experience who shares her remarkable journey from military service to building a successful tax practice through multiple life challenges.

Key Highlights:

Tonya's unique path from military service to discovering her passion for tax work
Building a successful practice focusing on the transportation industry
Managing massive business growth while homeschooling children during the pandemic
Navigating personal loss and health challenges while running a practice
How implementing proper systems allowed her business to continue during a medical emergency
Transitioning from solo practice owner to partnering with a complementary professional

Connect with Tonya -

https://www.linkedin.com/in/tonyayudizky/
https://www.facebook.com/MistyNewsomeCPA/

Don't miss this inspiring episode of Diary of a Practice Owner!

🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474

✅ Links to Resources:

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

👉🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

Ep.017 - Effective Delegation and Letting Go of Control in Your Tax Firm with Leslie Liondas

Jamie Gruol & Jessica Smith — Mon, 02 Dec 2024 06:00:00 -0400

Join us in this episode of 'Diary of a Tax Practice Owner' featuring the insightful Leslie Liondas, a CPA and trailblazer in the accounting industry, as she shares her journey and expertise in scaling accounting firms.

Leslie discusses her personal experiences, including overcoming challenges as a single mom while managing at Hobby Lobby, and how she later co-founded a successful accounting firm with Lynn.

Together, they specialize in process optimization, business advisory, and leadership, focusing on sustainable growth and healthy work-life balance. Learn about the importance of delegation, efficient systems like ClickUp, and their transformative impact on client experience and firm scalability.

Connect with Leslie - https://liondascpa.com/

Don't miss this inspiring episode of Diary of a Practice Owner!

🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474

✅ Links to Resources:

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

👉🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

Ep.016 - Shannon Weinstein’s Shift from Big Four to becoming a Fractional CFO

Jamie Gruol & Jessica Smith — Mon, 25 Nov 2024 06:00:00 -0400

In this episode of 'Diary of a Tax Practice Owner,' Shannon Weinstein shares her transformative journey from resisting her CPA father's advice to becoming a fractional CFO. Despite her initial love for Spanish, Shannon eventually discovered her passion for accounting, leading her through an impressive career with Big Four firms in Boston and financial services.

Transitioning from feeling undervalued in traditional roles, she started her accounting firm focusing on high-value, bespoke services for fitness professionals. The conversation touches on building a culture of exceptional service, blending personal touches with efficient processes inspired by 'Unreasonable Hospitality,' and reevaluating client management priorities.

Shannon emphasizes authenticity in leadership, sharing personal stories of her breakthrough moments and promoting her podcast 'Keep What You Earn' for entrepreneurs seeking advice on accounting, marketing, and business strategy.

Connect with Shannon -

https://www.instagram.com/shannonkweinstein

https://www.keepwhatyouearn.com/podcast

Don't miss this inspiring episode of Diary of a Practice Owner!

🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474

✅ Links to Resources:

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

👉🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

Ep.015 - Why Tax Pros Are Overworked—and How Tech Can Change That with Jessica & Jamie

Jamie Gruol & Jessica Smith — Mon, 18 Nov 2024 06:00:00 -0400

In this episode of 'Diary of a Tax Practice Owner,' host Jamie Gruol and guest Jessica Smith explore the transformative impact of technology on tax practices. They highlight how efficient systems lead to time freedom, improved relationships, better health, and reduced mental strain.

By leveraging tools like the TaxDome platform and integrating boundaries around client communications, tax professionals can enhance productivity and maintain a better work-life balance. The conversation includes practical advice on implementing technology gradually, emphasizing structured scheduling, designated communication channels, and the importance of setting clear boundaries with clients. Both speakers share personal experiences and strategies for transitioning to more organized and stress-free business operations.

Don't miss this inspiring episode of Diary of a Practice Owner!

🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474

✅ Links to Resources:

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

👉🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

Ep.014 - Master Your Money Mindset: How Accountants and Tax Pros Can Thrive with Alyssa J Dillon

Jamie Gruol & Jessica Smith — Mon, 11 Nov 2024 06:00:00 -0400

Join us in this transformative episode of The Diary Of a Tax Practice Owner where we delve deep into the money mindset that can revolutionize your business. Featuring Alyssa J. Dillon, a successful entrepreneur who has scaled her business to over $3 million and helped thousands of women achieve six-figure incomes. Learn from Alyssa's journey and discover practical strategies for sustainable growth, client acquisition, and transitioning from an employee mindset to a CEO mindset. This episode is packed with actionable advice on professionalism, personal growth, and achieving financial success while preparing your business for the future.

Connect with Alyssa -

https://www.facebook.com/groups/UnfilteredMarketing

https://www.instagram.com/thealyssajdillon/

Don't miss this inspiring episode of Diary of a Practice Owner!

🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474

✅ Links to Resources:

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

👉🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

Ep. 013 - The Hidden Challenges of Building a Tax Practice with Chris Lazzuri

Jamie Gruol & Jessica Smith — Mon, 04 Nov 2024 06:00:00 -0400

Are you ready to uncover the secrets that could make or break your tax practice? In this episode of Diary of a Tax Practice Owner, we sit down with the incredible Chris Lazzuri, who pulls back the curtain on the hidden challenges of building a successful tax practice.

From navigating client expectations to managing team dynamics, Chris reveals the hard truths that most tax professionals face but rarely talk about. You won’t want to miss his expert insights on overcoming obstacles and seizing growth opportunities that others overlook.

Is your practice stagnating? Learn how to identify pitfalls before they become costly mistakes and discover actionable strategies to propel your business forward. Tune in for a transformative conversation that could redefine your approach to building a thriving tax practice!

Key Takeaways:

Misconceptions about success in the tax industry can lead to unrealistic expectations.
Effective communication with clients is essential for building strong relationships.
A cohesive team is crucial for a thriving tax practice, requiring thoughtful hiring and management.
Staying updated on tax regulations is vital for compliance and risk mitigation.
Innovative marketing strategies can differentiate your practice in a crowded market.
Maintaining work-life balance is important for long-term success and personal well-being.
Scaling a practice requires careful planning to ensure quality service is not compromised.

Chris Lazzuri is an Associate Certified Coach through the ICF and founder and owner of CML Consulting & Coaching. His extensive experience working with professional service firms in business development and leadership training roles allows him to work with firm owners, practice leaders, and individuals on reaching their growth goals.

Connect with Chris -

Website - http://www.chrislazzuri.com

LinkedIn- http://linkedin.com/in/chrislazzuri

Don't miss this inspiring episode of Diary of a Practice Owner!

🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474

✅ Links to Resources:

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

👉🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

Ep.012 - Building a Seamless Lead Management System with Jessica Smith

Jamie Gruol & Jessica Smith — Mon, 28 Oct 2024 06:00:00 -0400

In this episode of Diary of a Tax Practice Owner, I'm thrilled to have Jessica back with me to explore strategies for tax practice owners looking to bring on new clients for the upcoming tax season. We discuss the importance of having efficient lead management systems and dive into Jessica's personal journey to transitioning into a virtual practice. She shares her early challenges with manual client referral processes and the transformation she experienced by adopting automation solutions.

We also touch on the crucial role of maintaining an online presence, developing a streamlined lead qualification process, and embracing modern technologies for better client experiences and sustained business growth. Join us for insightful tips and practical advice tailored for fellow tax practitioners aiming to improve their practice's efficiency and client interactions.

Don't miss this inspiring episode of Diary of a Practice Owner!

🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474

✅ Links to Resources:

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

👉🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

Eo.011 - Doubling Your Tax Practice: Lessons from Former IRS Agent, Karen Collopy

Jamie Gruol & Jessica Smith — Mon, 21 Oct 2024 06:00:00 -0400

In this episode of 'Diary of a Tax Practice Owner,' we sit down with Karen Collopy, one of our clients with a fascinating background as a former IRS revenue agent. Karen shares her journey of becoming an enrolled agent, specializing in clients who are a step up from TurboTax and small business owners filing Schedule C. We delve into her transition from a paper-based practice to a fully digital firm using Tax Dome, her strategies for client management, and how she successfully scaled her business from 250 to over 400 clients. Get inspired by her story and learn how she achieved a balanced and flourishing practice.

Connect with Karen Collopy -

www.linkedin.com/in/karengizzicollopy

Key Takeaways from the Episode:

Niche Focus: Karen specializes in Schedule C and E clients, showing the value of honing in on a specific group.
Empathy Matters: Her success comes from simplifying tax processes and building strong client relationships.
Leverage Experience: Karen’s IRS background helps her understand small business audits and apply it in her practice.
Steady Growth: She grew her practice slowly while balancing family life, proving that gradual growth works.
Digital Transition: Karen’s shift from paper to digital was gradual, highlighting the importance of adapting at your own pace.
Consistency: She provides the same streamlined experience for both digital and paper clients.
Adaptability: Embracing digital tools during COVID-19 helped her stay relevant and efficient.

Don't miss this inspiring episode of Diary of a Practice Owner!

🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474

✅ Links to Resources:

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

👉🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

Ep.010 - How Kirsten Reeder Went Fully Virtual with Her Tax Practice?

Jamie Gruol & Jessica Smith — Mon, 14 Oct 2024 06:00:00 -0400

In this episode of 'Diary of a Tax Practice Owner,' hosts Jamie Gruol and Jessica Smith welcome guest Kirsten Reeder, an enrolled agent and certified digital bookkeeper. Kirsten shares the journey of building her virtual tax and bookkeeping firm, Purple Sapphire Business Solutions, which serves clients across the U.S.

She discusses the benefits and challenges of operating a virtual practice, the impact of using TaxDome for workflow automation, and offers practical advice for new practice owners, including the importance of documenting processes early on. Listeners will gain valuable insights into creating efficient, client-focused tax practices and leveraging technology for business growth.

About Kirstin Reeder - Kirstin is an Enrolled Agent and Certified Digital Bookkeeper. Her firm, Purple Sapphire Business Solutions, provides tax planning and preparation services to small business owners and bookkeeping services exclusively to business in the travel & tourism industry. Her entire firm is virtual - she lives in Colorado while the rest of her team spans from the east coast to the west coast.

Facebook: https://www.facebook.com/purpletaxes

LinkedIn: https://www.linkedin.com/in/kirstinreeder/

Don't miss this inspiring episode of Diary of a Practice Owner!

🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474

✅ Links to Resources:

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

👉🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

Ep.009 - How to have Happier Clients and More Freedom in your tax practice?

Jamie Gruol & Jessica Smith — Mon, 07 Oct 2024 06:00:00 -0400

In this episode of Diary of a Tax Practice Owner, I, Jamie Gruol, discuss the importance of leveraging technology to enhance client experience and maintain professional boundaries. I respond to a comment from a Facebook group member expressing client resistance to using platforms like Taxdome.

I emphasize the benefits of automated workflows and effective client communication in transitioning to new technologies.

I share practical tips on standardizing procedures and improving client interaction, highlighting examples to demonstrate the positive impact of technological adoption in tax practices.

Key Takeaways:

Why your clients complain about technology and how to solve it
How to create a seamless client onboarding experience using automation
The importance of having systems in place to avoid burnout and protect your boundaries
The power of technology to elevate your client relationships and free up your time
How to manage client expectations when transitioning to new tech tools.

Action Steps:

If you're struggling with client adoption of tech, review how you're introducing the new systems. Warm them up with clear benefits and simple instructions.
Set up automated workflows to cut down on manual work and enhance the client experience.
Reassess clients who resist using technology—are they still a good fit for your practice?

Don't miss this inspiring episode of Diary of a Practice Owner!

🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474

✅ Links to Resources:

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

👉🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

Ep.008 - How to transition from a Corporate CPA to Thriving Tax Practice Owner with Ryan Elbein

Jamie Gruol & Jessica Smith — Mon, 30 Sep 2024 03:00:00 -0400

In this episode of Diary of a Tax Practice Owner, we welcome Ryan Elbein of Elbein CPA LLC, an accounting and tax practice based in Connecticut.

Ryan shares his unique journey from studying criminal justice to becoming an accountant, his experiences working in the tax departments of large firms, and his role as a controller for a real estate developer. Discover how Ryan transitioned from a side gig to establishing his own tax and accounting practice, focusing on trade businesses.

Learn about the challenges he faced, his drive for independence, and the growth of his client base from scratch.

Connect with Ryan -

LinkedIn: https://www.linkedin.com/in/ryanelblein,
Instagram: https://www.instagram.com/ryanelbleincpa/

Don't miss this inspiring episode of Diary of a Practice Owner!

🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474

✅ Links to Resources:

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

👉🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

Ep. 007 - Transform Your Tax Practice with Online Marketing Strategies by Katie Thomas

Jamie Gruol & Jessica Smith — Mon, 23 Sep 2024 06:00:00 -0400

In this episode of Diary of a Practice Owner, we chat with Katie Thomas, a CPA and founder of Leaders Online. Katie shares her inspiring journey of building a thriving tax and accounting practice, focusing on the power of technology and online marketing.

About The Guest -

Katie Thomas, CPA, has been recognized for her great work with a 40 under 40 CPA Practice Advisor recipient, Top 50 Women in Accounting recipient, and the owner of Leaders Online, where they help accounting professionals increase their impact, influence, and income through thought leadership and digital marketing. They work with a variety of firms sizes, some of which are in the top 100 and some of which have only only partner and are just beginning their firm owner journey.

Connect with Katie Thomas -

Linkedin - https://www.linkedin.com/in/katiethomascpa

Twitter - https://twitter.com/katiethomascpainstagram

Instagram - ttps://www.instagram.com/katiethomascpa/

TikTok: - https://www.tiktok.com/@katiethomascpa

Facebook https://www.facebook.com/leadersonlinellc

Key Takeaways:

👉🏻Leveraging technology: Discover how Katie utilized tools like Asana and ClickUp to streamline operations and increase efficiency.

👉🏻Building a strong online presence: Learn how to effectively use social media, content marketing, and networking to attract new clients.

👉🏻The importance of systems and processes: Understand how to create and implement efficient systems to manage your practice and team.

👉🏻The value of continuous learning: Gain insights into the importance of staying updated on industry trends and adapting to changes.

👉🏻Balancing work and life: Hear how Katie manages her growing business while also being a mom of two.

Join us as we explore Katie's valuable insights and gain practical tips for building a successful and fulfilling tax and accounting practice.

✅ Links to Resources:

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

https://www.workflowsfortaxpros.com/taxdome

___________

👉🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

Ep.006 - From Hourly to Value-Based Pricing : How Jessica Transformed Her Tax Practice

Jamie Gruol & Jessica Smith — Mon, 16 Sep 2024 07:00:00 -0400

In this episode of Diary of a Tax Practice Owner, we dive deep into how the way you price your services can either limit or unlock your potential for growth.

Join us as Jessica shares her powerful journey from the overwhelm of hourly billing to the freedom of value-based packages. Learn how standardizing her services transformed not only her business but also her life, giving her more control over her time and income.

We discuss the struggles of tracking billable hours, the chaos it brought to her team, and why switching to a value-based pricing model was a game changer. Jessica opens up about the challenges she faced while making the transition and how it allowed her to offer a better client experience, while also achieving more consistency in cash flow. Whether you're looking to escape hourly billing or want to bring more value to your clients, this episode is packed with insights on how to get started with value-based pricing.

Key Takeaways:

Why hourly billing can cap your income and create unnecessary chaos.
The benefits of transitioning to value-based pricing and standardized service packages.
How value-based services lead to a better client experience and more predictable cash flow.
Practical steps to shift away from hourly billing and take control of your time.
Jessica’s real-life struggles and triumphs during the transition to value-based pricing.
Tune in to discover how customizing your process could be limiting your growth—and how adopting value-based services can unlock your business's true potential!

✅ Links to Resources:

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation! https://www.workflowsfortaxpros.com/joinfbgroup

Ep.005 - Navigating Growth, Burnout, and Client Strategies with Brenda Cannon

Jamie Gruol & Jessica Smith — Mon, 09 Sep 2024 07:00:00 -0400

In this episode, we dive deep into the journey of Brenda Cannon, a successful tax practice owner who’s mastered the balance between business growth and personal well-being.

Brenda shares her candid experiences on overcoming burnout, navigating the challenges of scaling her firm, and developing client strategies that have driven both her success and fulfillment.

Whether you’re a tax professional looking for insights on building a sustainable practice or simply interested in strategies for business transformation, this episode is packed with actionable takeaways.

Tune in for an inspiring conversation that will empower you to rethink your approach to business, client management, and personal growth.

Connect with Brenda Cannon -

Services - https://cannoncpas.com/
Contact Her - https://cannoncpas.com/contact/

Don't miss this inspiring episode of Diary of a Practice Owner!

🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474

✅ Links to Resources:

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

https://www.workflowsfortaxpros.com/taxdome

___________

👉🏻 Learn more about us:

Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!

My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

Ep. 004 - Starting a Virtual CPA Firm: Diana Halenz's Journey from Corporate to Lifestyle Business

Jamie Gruol & Jessica Smith — Mon, 02 Sep 2024 07:00:00 -0400

In this episode of Diary of a Practice Owner, we chat with Diana Halenz, a tax and accounting practice owner who has successfully built a virtual business from scratch.

Diana shares her inspiring journey from corporate life to entrepreneurship, motivated by a desire for a more fulfilling career and a love for scuba diving. We delve into her strategies for building a virtual practice, including networking online, leveraging social media, and building relationships with industry professionals.

Key Takeaways:

The power of networking and building relationships in the online world.
The importance of specialising in a niche market.
The benefits of using technology and virtual tools to manage a practice.
The value of mentorship and seeking advice from experienced professionals.
The importance of continuous learning and adapting to industry changes.

Join us as we explore Diana's insights and gain valuable tips for building a successful virtual tax and accounting practice.

Don't miss this inspiring episode of Diary of a Practice Owner!

Connect with Diana Halenz - https://deepdivefinancial.com/

✅ FREE Resources -

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation! https://www.workflowsfortaxpros.com/joinfbgroup

https://www.workflowsfortaxpros.com/taxdome

Ep.003 - How can tax practices use systems and automation to enhance client experience?

Jamie Gruol & Jessica Smith — Mon, 26 Aug 2024 09:00:00 -0400

Welcome back to Diary of a Tax Practice Owner!

This week, Jessica and I dive into the essentials of systems and automation for tax practices.

Key Takeaways:

✅ Understanding Systems: Think of systems as the ecosystem of your practice. They help manage workflows and keep everything running smoothly, much like Microsoft Office integrates various tools for productivity.

✅ Automation Explained: Automation simplifies tasks like sending client updates or reminders. With tools like TaxDome, you can automate communication and task management, freeing up time and reducing manual errors.

✅ Transforming Client Experience: Automation enhances client interactions by providing timely updates and reducing anxiety. Clients appreciate consistent, automated communication that feels personalized.

✅ Streamlining Admin Tasks: Automating routine tasks reduces manual data entry and follow-ups. This shift improves efficiency and client satisfaction.

✅ Boosting Cash Flow: Automating billing processes, such as deposits and lock documents, helps manage accounts receivable and improve cash flow.

Tune in to discover how leveraging systems and automation can transform your practice!

______

👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

https://www.workflowsfortaxpros.com/taxdome

👉🏻 Ready to leap into a more efficient and profitable practice? Join us at W4TP and let's make your dream practice a reality.

http://www.workflowsfortaxpros.com/program

Ep.002 - The Path From Tax Practice Owner To Educator with John Sheeley - Ep.02

Jamie Gruol & Jessica Smith — Mon, 26 Aug 2024 08:00:00 -0400

In this episode of Diary of a Tax Practice Owner, we're thrilled to have John Sheeley, a seasoned tax professional and mentor, as our guest. John shares his inspiring journey from owning multiple tax franchises to becoming a leading tax educator.

About Our Guest

John Sheeley is an Enrolled Agent with over 30 years of experience in the tax industry. Based in Chester, New York, he has a rich history in tax preparation, including owning multiple tax franchises and working as a tax manager at a regional CPA firm. He is the co-founder of Tax Practice Pro, a renowned provider of IRS and NASBA approved continuing education for tax professionals. John is also a dedicated volunteer, recently receiving the IRS and Tax Assistance Center Pro Bono Service Award for 2024.

Episode Highlights

👉🏻 John's early days in the tax industry, working for his mother's block offices and taking the H&R Block tax class.

👉🏻 His journey from owning multiple tax franchises to selling them and focusing on education.

👉🏻 The challenges and rewards of running a tax practice, especially in the early days without advanced technology.

👉🏻 John's passion for giving back to the tax industry through education and volunteer work.

👉🏻 Insights into the complexities of S Corporations, taxation for non-resident aliens, and expatriates.

Key Takeaways

✨Building a successful tax practice takes dedication, hard work, and a willingness to adapt to industry changes.

✨ Giving back to the tax community is essential for fostering growth and development.

✨ Continuous learning and education are crucial for tax professionals to stay ahead of the curve.

Ep.001 - Meet Jamie, Jessica & Workflows for Tax Pros

Jamie Gruol & Jessica Smith — Wed, 07 Aug 2024 12:15:00 -0400

Learn the story behind the magic! Jessica and Jamie met via the interwebs and not only became fast friends but also the masterminds behind Workflows for Tax Pros.

Workflows for Tax Pros

Our 12-month signature program is where the tax and accounting world's leading experts teach you how to build out your end-to-end automated system. Don't miss this opportunity to transform your business and your life!