Our guest on this episode is William Marcus Lopez. Join us as he shares his heart-wrenching story of going from entrepreneur to employee to starting over again in the tax business after his spouse passed away.
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 6 is called Stabilization: develop at least one profitable service other than tax preparation that works well with tax preparation. This step brings more long-term financial stability to the business.
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 Karensue Matthews. Join us as she shares her inspiring story of starting her tax and accounting business at a camping ground picnic table in a new state after a new baby and divorce.
