Tax pro and entrepreneur Casimiro Jesse Peña sits with Jeff and Andy as Tax Pro Nation’s first guest on the show to talk about client care. Jesse goes deep into the insights that have helped him grow his tax career and why client care is truly the key.
So many tax pros find themselves facing challenges that prevent their growth either personally or professionally. In this episode, Jesse shares vulnerably and openly about the challenges he faced and how he overcame them.
Humility, consistency, care, effort, empathy, patience. These are all things Jesse embodies that have made all the difference for him.
As we talk through his career, we get to The Pronto Path step of Multiplication, where Jesse finds himself today. Compare notes with Jesse as he talks about the struggle of finding team members who care about the client, who are leaders, and who have what it takes to overcome challenges tax pros face today.
Jesse serves the Latino community in the area of tax preparation and immigration services. He shares his views around serving this community and the next generation of young Latinos deciding how to do their taxes.
Quotables:
[02:58] “I love to help people. I feel that with my service I am helping a family.” —Casimiro Jesse Peña
[21:09] “What is it that you need to be consistent with and diligent about doing?” —Casimiro Jesse Peña
[31:16] “The most important attribute I have with my client is because I care about my client. They trust me because they know that I care.” —Casimiro Jesse Peña
Tax Pro Nation is sponsored by Pronto Tax School, Inc. Sponsored links include:
The Pronto Path infographic (free)
Basic Income Tax (Federal) course link
Business Tax Verified online course link
Topics Discussed:
[02:30] What Jesse loves about doing tax preparation
[02:58] “I love to help people. I feel that with my service I am helping a family.” —Casimiro Jesse Peña
[03:58] Jesse’s story about how he started in the tax business at 21 years old
[06:28] Why the tax business is a good fit for entrepreneurs
[08:05] How The Pronto Path matched Jesse’s journey and helped him identify next steps
[09:26] The two keys to Jesse signing his first client
[12:54] The most difficult step in Jesse’s career
[17:07] What is the number one habit that takes a tax career to the next level
[20:15] Jesse’s advice for brand new tax pros just starting their career
[21:09] “What is it that you need to be consistent with and diligent about doing?” —Casimiro Jesse Peña
[22:34] Jesse shares why the Multiplication step is the most difficult
[26:15] Tips if you feel you have no support or team
[30:24] Client care and how to make clients feel
[31:16] “The most important attribute I have with my client is because I care about my client. They trust me because they know that I care.” —Casimiro Jesse Peña
[33:15] How to find team members that actually care about clients
[35:00] Two potential ways to break through to success in the Multiplication step
[39:58] An unstoppable habit that will help you overcome anything
[42:59] What role to look for if you are feeling overwhelmed with work
[45:52] Three strategies around raising prices
[52:12] How to survive and thrive through success and busy tax seasons
[55:25] Why perspective is key when facing challenges
[58:11] How to turn a client handshake into a hug
[1:00:59] How the younger Latino community is challenging tax pros serving them
[1:04:23] An amazing perspective on competition
