Grow Your Business and Grow Your Wealth

Episode 226: Why Small Businesses Choose Tech-Driven Tax Services


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Are you tired of the high costs and inefficiencies of traditional accounting services? Discover how Dr. Ryan Moriarty is leveraging technology to revolutionize bookkeeping and tax preparation for entrepreneurs.


In this episode, Gary Heldt interviews Dr. Ryan Moriarty, President of Done For You Tax, a company that offers cutting-edge tax and bookkeeping services at a fraction of the traditional cost. With a background in Computer Science, Ryan brings a unique tech-savvy approach to financial management. Learn how his company empowers small business owners by simplifying the bookkeeping process, reducing costs, and offering innovative tax strategies. From his base in Puerto Rico, Ryan shares insights on the future of tech-driven accounting and how small businesses can benefit from his services.



5 Key Takeaways:


  1. 💼 Innovative Tech Solutions: Done For You Tax offers bookkeeping and tax preparation at one-third the cost of traditional firms by leveraging cutting-edge software and automation.
  2. 🌍 Puerto Rico Base: Ryan splits his time between Puerto Rico and Florida, using Puerto Rico’s favorable business environment to enhance services for entrepreneurs.
  3. 💡 24-Hour Turnaround: Done For You Tax provides incredibly fast bookkeeping services, often completing tasks within 24 hours of client onboarding.
  4. 🏢 Specialization in Small Businesses: The company focuses on solo entrepreneurs and small businesses earning under $600,000, providing personalized financial services that larger CPA firms overlook.
  5. 🛡️ Data Security First: Using tools like Plaid, Done For You Tax ensures that clients’ financial data is encrypted and secure, making it safer than traditional accounting systems.

  6. Quote 1:

    "People say you can't be the fastest, the best, and the cheapest—but we’ve proven them wrong." – Ryan Moriarty



    Quote 2:

    "I want to disrupt this market because I know it can be done, and there are so many small business owners who need that extra help." – Ryan Moriarty



    How to Reach Ryan Moriarty:


    • Website: doneforyoutax.com
    • Instagram: @RyanJMo

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      Grow Your Business and Grow Your WealthBy Gary Heldt

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