Accounting High

139 Price it High or Say Goodbye: Transforming Tax Season (feat. Jimmy Capparelli, CPA)


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Episode 139

CLASS: #PeerReview

FACULTY: Jimmy Capparelli, CPA

TITLE: Price it High or Say Goodbye: Transforming Tax Season

In this episode of Accounting High, Scott and Jason are joined by Jim Capparelli, Co-founder of Hiline. They discuss how Hiline is changing the tax season and what the tax roadmap looks like. They also touch on pricing, verticals, and the automation of simple tasks. Additionally, they delve into the topics of burnout, therapy for business owners, and school mascots. Finally, they wrap up the conversation with some golf talk. Tune in to this insightful and engaging conversation on Accounting High.

Interview:

  • Hiline's tax roadmap and how they are changing prices and clients.

  • Verticles in the industry and how Hiline navigates taxable events, state taxes, and additional fees.

  • The profitability of Squad pods and failures in scaling VCFO services.

  • The importance of therapy for business owners and automation of simple tasks.

  • Branding squads and the automation of data from Karbon and other products.

  • How Hiline is managing burnout and what else is happening at the firm.

    • Jim shares advice for accounting firms and discusses his love for golf, school mascots, and introvert/extrovert personalities

    • Shoutouts:

      • Hiline, Peter Wen, Spencer Christeck, Salesforce, PandaDoc, Karbon, Dialpad

      • ...more
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