In this powerful episode of Diary of a Tax Practice Owner, host Jamie Gruol interviews Tonya Yudizky, a tax professional with over 20 years of experience who shares her remarkable journey from military service to building a successful tax practice through multiple life challenges.

Key Highlights:

• Tonya's unique path from military service to discovering her passion for tax work
• Building a successful practice focusing on the transportation industry
• Managing massive business growth while homeschooling children during the pandemic
• Navigating personal loss and health challenges while running a practice
• How implementing proper systems allowed her business to continue during a medical emergency
• Transitioning from solo practice owner to partnering with a complementary professional

Connect with Tonya -

1. https://www.linkedin.com/in/tonyayudizky/
2. https://www.facebook.com/MistyNewsomeCPA/

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 episode of 'Diary of a Tax Practice Owner' featuring the insightful Leslie Liondas, a CPA and trailblazer in the accounting industry, as she shares her journey and expertise in scaling accounting firms.

Leslie discusses her personal experiences, including overcoming challenges as a single mom while managing at Hobby Lobby, and how she later co-founded a successful accounting firm with Lynn.

Together, they specialize in process optimization, business advisory, and leadership, focusing on sustainable growth and healthy work-life balance. Learn about the importance of delegation, efficient systems like ClickUp, and their transformative impact on client experience and firm scalability.

Connect with Leslie - https://liondascpa.com/

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,' Shannon Weinstein shares her transformative journey from resisting her CPA father's advice to becoming a fractional CFO. Despite her initial love for Spanish, Shannon eventually discovered her passion for accounting, leading her through an impressive career with Big Four firms in Boston and financial services.

Transitioning from feeling undervalued in traditional roles, she started her accounting firm focusing on high-value, bespoke services for fitness professionals. The conversation touches on building a culture of exceptional service, blending personal touches with efficient processes inspired by 'Unreasonable Hospitality,' and reevaluating client management priorities.

Shannon emphasizes authenticity in leadership, sharing personal stories of her breakthrough moments and promoting her podcast 'Keep What You Earn' for entrepreneurs seeking advice on accounting, marketing, and business strategy.

Connect with Shannon -

https://www.instagram.com/shannonkweinstein

https://www.keepwhatyouearn.com/podcast

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,' 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/UnfilteredMarketing

https://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.com

LinkedIn- http://linkedin.com/in/chrislazzuri

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'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/karengizzicollopy

Key Takeaways from the Episode:

1. Niche Focus: Karen specializes in Schedule C and E clients, showing the value of honing in on a specific group.
2. Empathy Matters: Her success comes from simplifying tax processes and building strong client relationships.
3. Leverage Experience: Karen’s IRS background helps her understand small business audits and apply it in her practice.
4. Steady Growth: She grew her practice slowly while balancing family life, proving that gradual growth works.
5. Digital Transition: Karen’s shift from paper to digital was gradual, highlighting the importance of adapting at your own pace.
6. Consistency: She provides the same streamlined experience for both digital and paper clients.
7. 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/purpletaxes

LinkedIn: 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.

• Why your clients complain about technology and how to solve it
• How to create a seamless client onboarding experience using automation
• The importance of having systems in place to avoid burnout and protect your boundaries
• The power of technology to elevate your client relationships and free up your time
• How to manage client expectations when transitioning to new tech tools.

1. 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.
2. Set up automated workflows to cut down on manual work and enhance the client experience.
3. 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.