It's Not About The Money

Finding a niche in HVAC, with Jeremy Wells

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Jeremy Wells, EA, CPA is the owner of JWellsCFO and recently launched a new business called The HVAC CPA focused on the particular needs of HVAC business owners. In this episode, Jeremy talks about his journey into accounting, how he selected this niche, and how he becomes the trusted advisor his clients need. 

Jeremy Wells, EA, CPA: 

  • https://twitter.com/JWellsCFO 
  • https://www.jwellscfo.com/ 
  • https://thehvaccpa.com/ 
  • https://podcasters.spotify.com/pod/show/cpaadvisoryshow 

  • (01:11) - Jeremy's path into accounting
  • (09:33) - Deciding to become a CPA as well as an Enrolled Agent
  • (19:22) - Doing things differently in the industry
  • (24:25) - Niching and developing expertise
  • (29:45) - Starting The HVAC CPA
  • (43:55) - Venn diagram of finding a niche
  • (46:56) - Book recommendations
  • (51:03) - Don't try to be everything to everyone

    • Links: 
    • David C. Baker, the "expert for experts": https://www.linkedin.com/in/dcb/ 
    • The CPA Advisory Show, episode "Our Top Books to Learn and Deliver Advisory Services": https://podcasts.apple.com/us/podcast/our-top-books-to-learn-and-deliver-advisory-services/id1627272813?i=1000570577451 
    • Building a Second Brain, by Tiago Forte: https://www.goodreads.com/book/show/59616977-building-a-second-brain 
    • Time's Up!: The Subscription Business Model for Professional Firms, by Paul Dunn and Ronald J. Baker: https://www.goodreads.com/book/show/63352831-time-s-up 


    ---
    Steve Nay: 

    • https://daybreaktax.com/ 
    • https://www.linkedin.com/in/nsteven/ 


    Tyler Smith: 

    • https://www.tylersmith.io/ 
    • https://www.linkedin.com/in/tylersmith-io/ 
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    It's Not About The MoneyBy Steve Nay and Tyler Smith