In 2019 we helped Jim sell his CPA practice in the Washington, DC area and we wanted to share with you a bit about what it was like for him to successfully go through that process.

He talks about taking the leap to start his own firm, how he decided to exit, and what he wished he had known in the midst of managing his firm.

A pearl of wisdom that Jim shared with us in this episode is that: “You gotta understand one thing…you only have so many tax seasons in you.”