Welcome Josie Parr, a powerhouse in tax strategy and the founder of her own firm. Josie shares her journey from building her practice from scratch to establishing herself as a go-to expert in tax strategy. As we dive into her story, she reveals the unique challenges and triumphs she encountered while balancing her personal life and ambitious professional growth. She highlights the importance of setting boundaries to create a profitable lifestyle firm that works for her, not the other way around. We also get into the nuts and bolts of building a client base from the ground up and why defining y ..read more

In this insightful episode, we’re joined by Logan Graf, an inspiring leader in the accounting world who’s charted a unique path to firm ownership. We dive into Logan’s journey, exploring the lessons he learned as he rose through the ranks to owning his own firm. Together, we tackle one of the most critical aspects of running a successful business—pricing. Logan shares his experience in raising client prices and the strategy behind managing client expectations to ensure every engagement is mutually beneficial. We also discuss the importance of bridging the gap between the value provided and fee ..read more

Dominic Piscopo is a CPA and entrepreneur who is here to share his journey from working in the Big Four to building his own business. Dominic gives us a behind-the-scenes look at his experiences in one of the largest accounting firms and how it influenced his transition to entrepreneurship. He also discusses the importance of transparency within these firms and offers insights on compensation and recruitment trends. We dive into the new employee dilemma and the ripple effect of turnover, highlighting how frequent job changes and incentive structures impact both firms and professionals. Dominic ..read more

Ryan Bakke shares his remarkable journey from college to securing a position at a prestigious Big Four firm, to owning his firm, Tax Strategy 365. Ryan’s expertise doesn’t stop at numbers; he’s a master at building community and implementing innovative marketing strategies. We explore how he effectively engages his audience and cultivates a loyal client base, which has been essential to his success. Throughout our conversation, we touch on essential sales techniques and how Ryan has navigated the inevitable challenges that come with entrepreneurship. His candid stories and practical advice are ..read more

In this episode, we sit down with the incredible Jackie Meyer, a powerhouse in the accounting world with a journey that’s nothing short of inspiring. Jackie takes us through her path to becoming a CPA and shares the ups and downs of her career and how she took the bold step of starting her own firm. We dive deep into the strategies that helped grow her business including her game-changing approach to value pricing—one of Jackie’s key tools for success. But that’s not all! We also explore how Jackie’s innovation led her to create TaxPlan IQ, a revolutionary software designed to streamline tax p ..read more

Today we have the pleasure to speak with Martin Moll, a remarkable professional who made the bold transition from law to accounting. Martin takes us through his journey, detailing how his passion for numbers and business led him to co-found Breakaway Bookkeeping. We explore Breakaway's innovative franchise model, which is disrupting the traditional public accounting landscape by offering unique opportunities for growth and success. Martin also shares insights into the current opportunities in public accounting and how Breakaway can help businesses to thrive. We don't stop there—Martin sheds li ..read more

We have the pleasure of talking with Chayton Farlee, an inspiring figure in the world of accounting. He takes us on a journey from his high school days to becoming a force to be reckoned with in the industry. He shares his story of discovering accounting as a career path, highlighting the pivotal moments that led him to where he is today. We dive deep into the importance of building a personal brand in the accounting field and explore how Chayton has leveraged social media to create opportunities that propelled his career forward. As he opens up about his experiences, Chayton challenges the ou ..read more

Tax planning for S Corporations can bring high value and today we're uncovering the complexities that come with it. Together we tackle a fascinating client scenario featuring a New York attorney facing a tax dilemma with their S Corporation. As we explore the intricacies of navigating New York State’s tax system, we break down how different rules and regulations can impact businesses in unexpected ways. We’ll also walk you through another unique client scenario that illustrates the importance of personalized tax advisory services. These real-world examples shed light on why having the right ad ..read more

Dave Hartley, CPA joins us to take us through his impressive career journey and highlight the pivotal moments that shaped his path in the industry. As a seasoned professional at Anders, he sheds light on the importance of advisory services and how they've become a game-changer for firms looking to offer more than just traditional accounting. We explore the challenges and opportunities of implementing advisory services in small firms, with Dave offering practical insights on how to make this transition smooth and effective. Technology and AI are revolutionizing every industry, and accounting is ..read more

In this episode, we sit down with Arthur Conte, an accomplished attorney and managing partner at Hill Conte Law. Arthur takes us through his incredible journey from an aspiring lawyer to the owner of a thriving law firm. We dive into the significance of human connection in business, as Arthur shares how building genuine relationships has been a cornerstone of his success. Arthur also gives us an inside look at the specializations and services offered at Hill Conte Law, revealing the firm’s expertise in estate planning and business law. We tackle some common misconceptions in estate planning an ..read more