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.
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.
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 complete our series on our journey through all 9 steps of The Pronto Path. Step 9 is called Fruition: leave your legacy. This step is truly an achievement, but only for those who prepare for it ahead of time.
Please click the button below for your primary tax credential.
Not sure which credential applies to your situation? Click here to reach our support team and we'll help you decide.
Please click the button below for your primary tax credential.
Not sure which credential applies to your situation? Click here to reach our support team and we'll help you decide.
