

You may also like
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 how truly caring about the client is key.
This week, we continue the series on our journey through all 9 steps of The Pronto Path. Step 8 is called Transformation: your business is profitable even when you’re not there. Not many achieve this level of mastery in their business.
Our guest on this episode is Joel Harworth. Join us as he shares his ambitious story of adding on an acquired tax business to his financial services business of 20 years.
Our guest on this episode is Cynthia Shofer, EA. Join us as she shares her wisdom on the tax industry as a Block Advisor, among her other experiences ranging from air pilot to surgeon.