Diary of a Tax Practice Owner

Ep. 004 - Starting a Virtual CPA Firm: Diana Halenz's Journey from Corporate to Lifestyle Business


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In this episode of Diary of a Practice Owner, we chat with Diana Halenz, a tax and accounting practice owner who has successfully built a virtual business from scratch.

Diana shares her inspiring journey from corporate life to entrepreneurship, motivated by a desire for a more fulfilling career and a love for scuba diving. We delve into her strategies for building a virtual practice, including networking online, leveraging social media, and building relationships with industry professionals.

Key Takeaways:

  • The power of networking and building relationships in the online world.
  • The importance of specialising in a niche market.
  • The benefits of using technology and virtual tools to manage a practice.
  • The value of mentorship and seeking advice from experienced professionals.
  • The importance of continuous learning and adapting to industry changes.

Join us as we explore Diana's insights and gain valuable tips for building a successful virtual tax and accounting practice.

Don't miss this inspiring episode of Diary of a Practice Owner!

Connect with Diana Halenz - https://deepdivefinancial.com/

✅ FREE 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. 

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Diary of a Tax Practice OwnerBy Jamie Gruol & Jessica Smith

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