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

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.

00:00 Introduction: Embracing a Life-First Business
00:56 Early Influences and Career Beginnings
03:30 Discovering Project Management and Technology
05:37 The Turning Point: Small Business Software Implementations
06:08 Founding Workflows for Tax Pros
08:53 The Impact of Technology on Small Practices
10:47 Building Your Life-First Business
14:34 Conclusion: Your Journey to a Balanced Life

🚀 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/pr...

👉🏻 What is TaxDome & how can it automate your business?

TaxDome is a management platform for accounting and tax businesses. It streamlines client management, document handling, workflow automation, communication, billing, and tax preparation.

Features include client portals, e-signatures, invoicing, and analytics. It centralizes tasks, enhances collaboration, and boosts efficiency for accounting professionals.

Want to take your tax practice to the next level of automation and efficiency? Join the Workflows for Tax Pros program and gain access to expert guidance and support in leveraging and optimizing TaxDome.

So don't miss out on this opportunity to streamline your client offboarding process! If you found this video helpful, don't forget to like, comment, and subscribe for more content. Thanks for watching, and until next time, keep automating!

✅ Links to Resources Mentioned in this video:

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

https://www.workflowsfortaxpros.com/j...


👉🏻 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 3 free months of TaxDome added to annual subscription.

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