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.

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.

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.

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.

Tune in to Episode 29 today!

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.

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.

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.

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.

Welcome to the ‘Diary of a Tax Practice Owner,’ where 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.

In this episode of Diary of a Tax Practice Owner, we delve into the challenges of dealing with ‘Pain in the Ass’ (PITA) 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.