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Ep.019 - Building a $2M Tax Practice: Building a Sellable Firm Without Working 80 Hours
Welcome back to another edition of Diary of a Tax Practice Owner! In this episode, we are joined by Fred Stein, the esteemed tax director at BQ Tax and Accounting LTD.
Fred shares his journey of growing a multi-state tax practice and discusses crucial strategies for acquisitions and exit planning. With over 30 years of experience in accounting and tax, Fred offers valuable insights into building a successful practice, managing client relationships, and preparing for retirement.
Whether you're just starting or planning your exit, don't miss this enriching conversation that could transform the way you approach your tax practice!
Connect with Fred Stein - www.bqtaxpro.com
Connect on Twitter - https://x.com/fsteincpa
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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By Jamie Gruol & Jessica SmithWelcome back to another edition of Diary of a Tax Practice Owner! In this episode, we are joined by Fred Stein, the esteemed tax director at BQ Tax and Accounting LTD.
Fred shares his journey of growing a multi-state tax practice and discusses crucial strategies for acquisitions and exit planning. With over 30 years of experience in accounting and tax, Fred offers valuable insights into building a successful practice, managing client relationships, and preparing for retirement.
Whether you're just starting or planning your exit, don't miss this enriching conversation that could transform the way you approach your tax practice!
Connect with Fred Stein - www.bqtaxpro.com
Connect on Twitter - https://x.com/fsteincpa
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.