Diary of a Tax Practice Owner

Ep. 013 - The Hidden Challenges of Building a Tax Practice with Chris Lazzuri


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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.

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Diary of a Tax Practice OwnerBy Jamie Gruol & Jessica Smith

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