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

  • Workflows for Tax Pros
  • 2025-03-03
  • 251
How Jessica Works 35 Hours a Week While Running a Six-Figure Tax Firm With a Lean Team // Ep.24
tax practice storyhow to run a tax firmhow to work less hours during tax seasontax season
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Описание к видео How Jessica Works 35 Hours a Week While Running a Six-Figure Tax Firm With a Lean Team // Ep.24

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.

00:00 Introduction to the Podcast
00:31 The Struggles of Tax Season
01:28 Jessica's Journey: From Hustle to Balance
02:17 Breaking the Traditional Tax Practice Mold
05:54 Embracing Technology and Efficiency
12:12 Overcoming Client Pushback
21:39 The Importance of Flexibility
24:31 Conclusion and Final Thoughts

🎙️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/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 2 free months of TaxDome added to annual subscription.

https://www.workflowsfortaxpros.com/t...
___________

👉🏻 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.

We created this channel to show how a thoughtful client experience mixed with the magic of automation can result in you working less on the meaningless stuff in your practice and start enjoying your family and life again! (Isn't that why you started your business in the first place? )

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