HUGE RETAINERS (My SECRET) Bookkeeping Business Startup, Tax Firm or Accounting Firm How to Start
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- čas přidán 6. 02. 2019
- Thinking of working at one of the big 4 accounting firms like KPMG, Delloite, PWC or Ernst & Young? Let me talk to you about how you can build a very successful tax and accounting firm, CPA firm, bookkeeping firm or accounting practice that leads to super profitability.
WHen you first start out building your CPA firm, it can be tempting to chase lots of tax returns, focus on price, and make the mistake of building something that's just a monster rather than profitable and focused.
I've built a tax and accounting firm from nothing, and built it into over a million dollar practice - and I want to help more accounting students, bookkeepers, and tax professionals step up and make a better living by being an outsourced accounting firm.
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Wondering about starting & growing a bookkeeping or accounting business that makes HUGE retainers? Learn more at: www.feedbackwrench.com/accountant-websites
Just wanted to say this is a fantastic video. As a CPA who is seriously considering starting my own firm this was extremely enlightening and helpful.
Hey! awesome video! do we need marketing to get the 16 clients?
What training do you suggest to stay up to date with Tax legislation changes, training material to do small business taxes, state taxes, etc.
EA exam
Should I worry about automation/AI having a financial business?
No because you can use the AI to your advantage in the future. As long as you understand how to use these new tools as they come out, you can provide a valuable service by being a bridge to those who are not going to be up to date on the latest and greatest AI tools in finance.
How to find clients?
Hi! I am trying to break into this industry. What is the best way to learn book keeping? Udemy.com offers a few courses for free. I am thinking about starting there but do not want to waste unnecessary time.
Hahaha I love the intro more than I can say 😂😂😂
Staying classy!
V let's go Daddy Valentine Illinois
What software do you use for filing taxes for your clients?
The industry standards for small practices are Lacerte or ATX / Prosystems Tax. A small percentage use Tax Act. Each has it's own pro and con. Lacerte and Tax Act are the cheapest to get started.
For a mom and pop shop or sole prop, check out drake or proseries.