We asked Jamie O’Kane, Certified Public Accountant and Certified Tax Coach, about her experience working as a tax strategist (with vets in particular), common questions, mistakes, and lessons she has learned. Jamie is the owner and operator of Abundant Beans Tax & Accounting and the host of The Abundant Beans Podcast.

- What is a Tax Strategist?

- What is goal-based tax planning?

- Where do vet business owners often leave money on the table?

- How Jamie began working with vets in particular

- What are some lessons learned from the business owners Jamie has interviewed for her own podcast?

- What are some common mistakes to avoid as an owner?

- What are the prerequisites to being successful in business?

Ways to connect with Jamie O’Kane:

Abundant Beans Tax & Accounting: https://www.abundantbeans.com/

The Abundant Beans Podcast: https://www.abundantbeans.com/podcast/

LinkedIn: https://www.linkedin.com/in/veterinaryaccountant/

Ways to connect with Veterinary Financial Summit: 

VetFinancialSummit.com

Instagram: @vetfinancialsummit

Facebook: https://www.facebook.com/VetFinancialSummit

LinkedIn: https://www.linkedin.com/company/vetfinancialsummit

Email: [email protected]