Diary of a Tax Practice Owner

Diary of a Tax Practice Owner

Por: Jamie Gruol & Jessica Smith
Welcome to the Diary of a Tax Practice Owner, the podcast dedicated to transforming your tax or accounting practice by automating for more profit and time freedom. Say goodbye to burnout as you learn how to step into the entrepreneur role, stop being the skilled producer, and create a business you love.

Join us as we share inspiring stories from tax professionals and accountants who broke free from the grind, adopted the entrepreneurial spirit, and built thriving businesses instead of just jobs. If you're ready to live your best life and find more profit and time beyond the confines of "the way it has always been done," this podcast is for you.
32 episodios disponibles

Latest episodes of the podcast Diary of a Tax Practice Owner

No More 90-hour work weeks: How Catherine Roe Built a Balanced, Successful Tax Practice // Ep.32 09/06/2025
Redefining Accounting: How to Build a Marketing Strategy That Works for Your Firm with Kristen Corey // Ep.31 26/05/2025
How Josie Built a Boutique Tax Practice with Just 50 Clients and No Team // Ep.30 12/05/2025
Why I Walked Away from Corporate to Help Tax Pros Reclaim Their Time // Ep.29 05/05/2025
How Jessica took her first two week Vacation as a Tax Practice Owner Without her Business Falling Apart // Ep.28 31/03/2025
Breaking the Growth Trap: Why More Clients Won't Fix Your Tax Practice // Ep. 27 24/03/2025
How to stop letting your clients run your business and set Boundaries that increase your profit // Ep.26 17/03/2025
How to Build a Virtual Tax Practice that Gives You Freedom ( Even During Tax Season ) // Ep.25 10/03/2025
How Jessica Works 35 Hours a Week While Running a Six-Figure Tax Firm With a Lean Team. // Ep.24 03/03/2025
How to fire PAIN IN THE A$$ CLIENTS and all about setting boundaries. // Ep.23 24/02/2025
Ep. 22 - How a Simple Payroll Mistake Led to a Criminal Investigation 17/02/2025
Ep. 21 - From Sugar Baby to Tax Scandal: The Shocking Case That Unveiled a Money Laundering Scheme! 10/02/2025
Ep.20 - How Small Tax Evasion Mistakes Can Cost Big: The Shocking Story of a client with Jessica & Jamie 03/02/2025
Ep.019 - Building a $2M Tax Practice: Building a Sellable Firm Without Working 80 Hours 16/12/2024
Ep.018 - How to Build Systems That Keep Your Tax Practice Running During Personal Crisis with Tonya Yudizky 09/12/2024
Ep.017 - Effective Delegation and Letting Go of Control in Your Tax Firm with Leslie Liondas 02/12/2024
Ep.016 - Shannon Weinstein’s Shift from Big Four to becoming a Fractional CFO 25/11/2024
Ep.015 - Why Tax Pros Are Overworked—and How Tech Can Change That with Jessica & Jamie 18/11/2024
Ep.014 - Master Your Money Mindset: How Accountants and Tax Pros Can Thrive with Alyssa J Dillon 11/11/2024
Ep. 013 - The Hidden Challenges of Building a Tax Practice with Chris Lazzuri 04/11/2024
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