Diary of a Tax Practice Owner

Ep.010 - How Kirsten Reeder Went Fully Virtual with Her Tax Practice?


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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!

πŸŽ™οΈListen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474


βœ… Links to Resources:

πŸ‘‰πŸ» Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!

https://www.workflowsfortaxpros.com/joinfbgroup

πŸ‘‰πŸ» 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

πŸ‘‰πŸ» 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