Welcome to Underwithheld - the podcast by accountants and for accountants where we talk about our ubiquitous professional and personal struggles.

Spend some time with me and our colleague Matt Metras as we chat about boundaries and work-life balance. Matt is a solo tax advisor who focuses on crypto clients. He shares with us how he started in the profession, how his practice has evolved over time, and his approach to maintaining healthy advisor-client boundaries.

You can find Matt at MDM Financial Services and follow him on Twitter at @EmDeeEm.

Timestamps:

[0:17] Episode introduction

[03:49] Matt introduction - becoming an accountant during a crisis, become a crypto tax expert, hobbies & community service

[07:31] Issues - compression, seasonality, increased workload, legacy clients

[11:43] Possible solutions - Cull client list, setting expectations, increase communications

[16:20] What's worked, what hasn't

[22:34] It's an employees' market

[25:04] Family

[27:20] Conclusion - client fit & professional community