In this episode of 'Diary of a Tax Practice Owner,' host Jamie Gruol and guest Jessica Smith explore the transformative impact of technology on tax practices. They highlight how efficient systems lead to time freedom, improved relationships, better health, and reduced mental strain. By leveraging tools like the TaxDome platform and integrating boundaries around client communications, tax professionals can enhance productivity and maintain a better work-life balance. The conversation includes practical advice on implementing technology gradually, emphasizing structured scheduling, designated communication channels, and the importance of setting clear boundaries with clients. Both speakers share personal experiences and strategies for transitioning to more organized and stress-free business operations.Don't miss this inspiring episode of Diary of a Practice Owner!🎙️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/joinfbgroup 👉🏻 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/taxdome 👉🏻 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.

Join us in this transformative episode of The Diary Of a Tax Practice Owner where we delve deep into the money mindset that can revolutionize your business. Featuring Alyssa J. Dillon, a successful entrepreneur who has scaled her business to over $3 million and helped thousands of women achieve six-figure incomes. Learn from Alyssa's journey and discover practical strategies for sustainable growth, client acquisition, and transitioning from an employee mindset to a CEO mindset. This episode is packed with actionable advice on professionalism, personal growth, and achieving financial success while preparing your business for the future.Connect with Alyssa -https://www.facebook.com/groups/UnfilteredMarketinghttps://www.instagram.com/thealyssajdillon/ Don't miss this inspiring episode of Diary of a Practice Owner!🎙️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/joinfbgroup 👉🏻 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/taxdome 👉🏻 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.

Are you ready to uncover the secrets that could make or break your tax practice? In this episode of Diary of a Tax Practice Owner, we sit down with the incredible Chris Lazzuri, who pulls back the curtain on the hidden challenges of building a successful tax practice.From navigating client expectations to managing team dynamics, Chris reveals the hard truths that most tax professionals face but rarely talk about. You won’t want to miss his expert insights on overcoming obstacles and seizing growth opportunities that others overlook.Is your practice stagnating? Learn how to identify pitfalls before they become costly mistakes and discover actionable strategies to propel your business forward. Tune in for a transformative conversation that could redefine your approach to building a thriving tax practice!Key Takeaways:Misconceptions about success in the tax industry can lead to unrealistic expectations.Effective communication with clients is essential for building strong relationships.A cohesive team is crucial for a thriving tax practice, requiring thoughtful hiring and management.Staying updated on tax regulations is vital for compliance and risk mitigation.Innovative marketing strategies can differentiate your practice in a crowded market.Maintaining work-life balance is important for long-term success and personal well-being.Scaling a practice requires careful planning to ensure quality service is not compromised.Chris Lazzuri is an Associate Certified Coach through the ICF and founder and owner of CML Consulting & Coaching. His extensive experience working with professional service firms in business development and leadership training roles allows him to work with firm owners, practice leaders, and individuals on reaching their growth goals.Connect with Chris -Website - http://www.chrislazzuri.comLinkedIn- http://linkedin.com/in/chrislazzuriDon't miss this inspiring episode of Diary of a Practice Owner!🎙️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/joinfbgroup 👉🏻 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/taxdome 👉🏻 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.

In this episode of Diary of a Tax Practice Owner, I'm thrilled to have Jessica back with me to explore strategies for tax practice owners looking to bring on new clients for the upcoming tax season. We discuss the importance of having efficient lead management systems and dive into Jessica's personal journey to transitioning into a virtual practice. She shares her early challenges with manual client referral processes and the transformation she experienced by adopting automation solutions.We also touch on the crucial role of maintaining an online presence, developing a streamlined lead qualification process, and embracing modern technologies for better client experiences and sustained business growth. Join us for insightful tips and practical advice tailored for fellow tax practitioners aiming to improve their practice's efficiency and client interactions.Don't miss this inspiring episode of Diary of a Practice Owner!🎙️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/joinfbgroup 👉🏻 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/taxdome 👉🏻 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.

In this episode of 'Diary of a Tax Practice Owner,' we sit down with Karen Collopy, one of our clients with a fascinating background as a former IRS revenue agent. Karen shares her journey of becoming an enrolled agent, specializing in clients who are a step up from TurboTax and small business owners filing Schedule C. We delve into her transition from a paper-based practice to a fully digital firm using Tax Dome, her strategies for client management, and how she successfully scaled her business from 250 to over 400 clients. Get inspired by her story and learn how she achieved a balanced and flourishing practice.Connect with Karen Collopy -www.linkedin.com/in/karengizzicollopyKey Takeaways from the Episode:Niche Focus: Karen specializes in Schedule C and E clients, showing the value of honing in on a specific group.Empathy Matters: Her success comes from simplifying tax processes and building strong client relationships.Leverage Experience: Karen’s IRS background helps her understand small business audits and apply it in her practice.Steady Growth: She grew her practice slowly while balancing family life, proving that gradual growth works.Digital Transition: Karen’s shift from paper to digital was gradual, highlighting the importance of adapting at your own pace.Consistency: She provides the same streamlined experience for both digital and paper clients.Adaptability: Embracing digital tools during COVID-19 helped her stay relevant and efficient.Don't miss this inspiring episode of Diary of a Practice Owner!🎙️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/joinfbgroup 👉🏻 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/taxdome 👉🏻 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.

In this episode of 'Diary of a Tax Practice Owner,' hosts Jamie Gruol and Jessica Smith welcome guest Kirsten Reeder, an enrolled agent and certified digital bookkeeper. Kirsten shares the journey of building her virtual tax and bookkeeping firm, Purple Sapphire Business Solutions, which serves clients across the U.S. She discusses the benefits and challenges of operating a virtual practice, the impact of using TaxDome for workflow automation, and offers practical advice for new practice owners, including the importance of documenting processes early on. Listeners will gain valuable insights into creating efficient, client-focused tax practices and leveraging technology for business growth.About Kirstin Reeder - Kirstin is an Enrolled Agent and Certified Digital Bookkeeper. Her firm, Purple Sapphire Business Solutions, provides tax planning and preparation services to small business owners and bookkeeping services exclusively to business in the travel & tourism industry. Her entire firm is virtual - she lives in Colorado while the rest of her team spans from the east coast to the west coast.Facebook: https://www.facebook.com/purpletaxesLinkedIn: https://www.linkedin.com/in/kirstinreeder/Don't miss this inspiring episode of Diary of a Practice Owner!🎙️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/joinfbgroup 👉🏻 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/taxdome 👉🏻 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.

In this episode of Diary of a Tax Practice Owner, I, Jamie Gruol, discuss the importance of leveraging technology to enhance client experience and maintain professional boundaries. I respond to a comment from a Facebook group member expressing client resistance to using platforms like Taxdome.I emphasize the benefits of automated workflows and effective client communication in transitioning to new technologies. I share practical tips on standardizing procedures and improving client interaction, highlighting examples to demonstrate the positive impact of technological adoption in tax practices.Key Takeaways:Why your clients complain about technology and how to solve itHow to create a seamless client onboarding experience using automationThe importance of having systems in place to avoid burnout and protect your boundariesThe power of technology to elevate your client relationships and free up your timeHow to manage client expectations when transitioning to new tech tools.Action Steps:If you're struggling with client adoption of tech, review how you're introducing the new systems. Warm them up with clear benefits and simple instructions.Set up automated workflows to cut down on manual work and enhance the client experience.Reassess clients who resist using technology—are they still a good fit for your practice?Don't miss this inspiring episode of Diary of a Practice Owner!🎙️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/joinfbgroup 👉🏻 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/taxdome 👉🏻 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.

In this episode of Diary of a Tax Practice Owner, we welcome Ryan Elbein of Elbein CPA LLC, an accounting and tax practice based in Connecticut. Ryan shares his unique journey from studying criminal justice to becoming an accountant, his experiences working in the tax departments of large firms, and his role as a controller for a real estate developer. Discover how Ryan transitioned from a side gig to establishing his own tax and accounting practice, focusing on trade businesses. Learn about the challenges he faced, his drive for independence, and the growth of his client base from scratch.Connect with Ryan - LinkedIn: https://www.linkedin.com/in/ryanelblein, Instagram: https://www.instagram.com/ryanelbleincpa/Don't miss this inspiring episode of Diary of a Practice Owner!🎙️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/joinfbgroup 👉🏻 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/taxdome 👉🏻 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.

In this episode of Diary of a Practice Owner, we chat with Katie Thomas, a CPA and founder of Leaders Online. Katie shares her inspiring journey of building a thriving tax and accounting practice, focusing on the power of technology and online marketing.About The Guest - Katie Thomas, CPA, has been recognized for her great work with a 40 under 40 CPA Practice Advisor recipient, Top 50 Women in Accounting recipient, and the owner of Leaders Online, where they help accounting professionals increase their impact, influence, and income through thought leadership and digital marketing. They work with a variety of firms sizes, some of which are in the top 100 and some of which have only only partner and are just beginning their firm owner journey. Connect with Katie Thomas -Linkedin - https://www.linkedin.com/in/katiethomascpaTwitter - https://twitter.com/katiethomascpainstagramInstagram - ttps://www.instagram.com/katiethomascpa/TikTok: - https://www.tiktok.com/@katiethomascpaFacebook https://www.facebook.com/leadersonlinellcKey Takeaways:👉🏻Leveraging technology: Discover how Katie utilized tools like Asana and ClickUp to streamline operations and increase efficiency.👉🏻Building a strong online presence: Learn how to effectively use social media, content marketing, and networking to attract new clients.👉🏻The importance of systems and processes: Understand how to create and implement efficient systems to manage your practice and team.👉🏻The value of continuous learning: Gain insights into the importance of staying updated on industry trends and adapting to changes.👉🏻Balancing work and life: Hear how Katie manages her growing business while also being a mom of two.Join us as we explore Katie's valuable insights and gain practical tips for building a successful and fulfilling tax and accounting practice.✅ 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/joinfbgroup 👉🏻 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/taxdome ___________👉🏻 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.

In this episode of Diary of a Tax Practice Owner, we dive deep into how the way you price your services can either limit or unlock your potential for growth. Join us as Jessica shares her powerful journey from the overwhelm of hourly billing to the freedom of value-based packages. Learn how standardizing her services transformed not only her business but also her life, giving her more control over her time and income.We discuss the struggles of tracking billable hours, the chaos it brought to her team, and why switching to a value-based pricing model was a game changer. Jessica opens up about the challenges she faced while making the transition and how it allowed her to offer a better client experience, while also achieving more consistency in cash flow. Whether you're looking to escape hourly billing or want to bring more value to your clients, this episode is packed with insights on how to get started with value-based pricing.Key Takeaways:Why hourly billing can cap your income and create unnecessary chaos.The benefits of transitioning to value-based pricing and standardized service packages.How value-based services lead to a better client experience and more predictable cash flow.Practical steps to shift away from hourly billing and take control of your time.Jessica’s real-life struggles and triumphs during the transition to value-based pricing.Tune in to discover how customizing your process could be limiting your growth—and how adopting value-based services can unlock your business's true potential!✅ 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/joinfbgroup 👉🏻 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/taxdome 

In this episode, we dive deep into the journey of Brenda Cannon, a successful tax practice owner who’s mastered the balance between business growth and personal well-being. Brenda shares her candid experiences on overcoming burnout, navigating the challenges of scaling her firm, and developing client strategies that have driven both her success and fulfillment. Whether you’re a tax professional looking for insights on building a sustainable practice or simply interested in strategies for business transformation, this episode is packed with actionable takeaways. Tune in for an inspiring conversation that will empower you to rethink your approach to business, client management, and personal growth.Connect with Brenda Cannon - Services - https://cannoncpas.com/ Contact Her - https://cannoncpas.com/contact/ Don't miss this inspiring episode of Diary of a Practice Owner!🎙️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/joinfbgroup 👉🏻 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/taxdome ___________👉🏻 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.

In this episode of Diary of a Practice Owner, we chat with Diana Halenz, a tax and accounting practice owner who has successfully built a virtual business from scratch.Diana shares her inspiring journey from corporate life to entrepreneurship, motivated by a desire for a more fulfilling career and a love for scuba diving. We delve into her strategies for building a virtual practice, including networking online, leveraging social media, and building relationships with industry professionals.Key Takeaways:The power of networking and building relationships in the online world.The importance of specialising in a niche market.The benefits of using technology and virtual tools to manage a practice.The value of mentorship and seeking advice from experienced professionals.The importance of continuous learning and adapting to industry changes.Join us as we explore Diana's insights and gain valuable tips for building a successful virtual tax and accounting practice.Don't miss this inspiring episode of Diary of a Practice Owner!Connect with Diana Halenz - https://deepdivefinancial.com/ ✅ FREE Resources -👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation! https://www.workflowsfortaxpros.com/joinfbgroup 👉🏻 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/taxdome 

Welcome back to Diary of a Tax Practice Owner! This week, Jessica and I dive into the essentials of systems and automation for tax practices.Key Takeaways:✅ Understanding Systems: Think of systems as the ecosystem of your practice. They help manage workflows and keep everything running smoothly, much like Microsoft Office integrates various tools for productivity.✅ Automation Explained: Automation simplifies tasks like sending client updates or reminders. With tools like TaxDome, you can automate communication and task management, freeing up time and reducing manual errors.✅ Transforming Client Experience: Automation enhances client interactions by providing timely updates and reducing anxiety. Clients appreciate consistent, automated communication that feels personalized.✅ Streamlining Admin Tasks: Automating routine tasks reduces manual data entry and follow-ups. This shift improves efficiency and client satisfaction.✅ Boosting Cash Flow: Automating billing processes, such as deposits and lock documents, helps manage accounts receivable and improve cash flow. Tune in to discover how leveraging systems and automation can transform your practice!______👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation! https://www.workflowsfortaxpros.com/joinfbgroup 👉🏻 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 your annual subscription. https://www.workflowsfortaxpros.com/taxdome 👉🏻 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/program