Episode #14

Kicking PITAs and Taking Names (feat. Stephanie Holt)

recorded 6/14/2021

Stephanie Holt, Head Guru 

Cloud Accounting & Consulting

1 Ackerman’s hoity-toity food blog https://scallionpancake.com/blog/catbirdseat

2 why’d you go the bookkeeper route and not the tax route?

3 people helping people

5 working in the deep south with good ol boys is exhausting

6 marginalized change agents

8 finding losses in the gains

10 transparency and accountability

11 the key to breaking bad habits

14 getting snowballed by some ex’s

18 break to pay the kids tutor

19 how do you go about firing a client?

21 do you rate your clients and give out PITA factors?

***shout out to Ed at Tax 1099***

23 not firing clients…raising prices

26 working with the Steady Eddies

28 setting expectations and the roadmap to success