- Видео 94
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Workflows for Tax Pros
Добавлен 26 ноя 2022
Welcome! If you are a Tax Pro, Enrolled Agent, Accountant, or Bookkeeper, subscribe to learn how you can automate for more profit and time freedom in your business. This channel is for you!
We will share best practices, tips, and all the important things you need to consider from the solopreneur to mid-sized practice.
I have taken my accounting degree, MBA, and a decade's worth of implementing 6 and 7-figure software projects for teams small and large, and I have bundled all my skills and experience to help you implement automated workflows into your practice.
Join the conversation in our FREE community: www.workflowsfortaxpros.com/join-our-facebook-group
We will share best practices, tips, and all the important things you need to consider from the solopreneur to mid-sized practice.
I have taken my accounting degree, MBA, and a decade's worth of implementing 6 and 7-figure software projects for teams small and large, and I have bundled all my skills and experience to help you implement automated workflows into your practice.
Join the conversation in our FREE community: www.workflowsfortaxpros.com/join-our-facebook-group
Latest TaxDome Updates For December 2024 🚀 with Niko Witt
Want to be an informed user of TaxDome before the year ends?
Join us for the December TaxDome New Feature Update Call with Niko.
🚀 Ready to leap into a more efficient and profitable practice? Join us at W4TP and let's make your dream practice a reality.
www.workflowsfortaxpros.com/program
👉🏻 What is TaxDome & how can it automate your business?
TaxDome is a management platform for accounting and tax businesses. It streamlines client management, document handling, workflow automation, communication, billing, and tax preparation.
Features include client portals, e-signatures, invoicing, and analytics. It centralizes tasks, enhances collaboration, and boosts efficiency for accounting professiona...
Join us for the December TaxDome New Feature Update Call with Niko.
🚀 Ready to leap into a more efficient and profitable practice? Join us at W4TP and let's make your dream practice a reality.
www.workflowsfortaxpros.com/program
👉🏻 What is TaxDome & how can it automate your business?
TaxDome is a management platform for accounting and tax businesses. It streamlines client management, document handling, workflow automation, communication, billing, and tax preparation.
Features include client portals, e-signatures, invoicing, and analytics. It centralizes tasks, enhances collaboration, and boosts efficiency for accounting professiona...
Просмотров: 0
Видео
Three Game-Changing Steps for a Stress-Free Tax Season with TaxDome
In this Workflow episode, Jamie Gruol provides a comprehensive training on setting up automated pipelines using Taxdome to prepare for tax season. Jamie shares three critical steps for small tax practices to optimize efficiency and achieve a streamlined, stress-free operation. With a proven track record of helping nearly a thousand practices, Jamie explains the importance of having a clear visi...
3 Shifts That Will Transform The Way You Operate Your Tax Practice in 2025
Просмотров 1227 часов назад
Join me, Jamie Gruol, co-founder of Workflows for Tax Pros, as I share the essential strategies to help tax professionals, accountants, and bookkeepers build more profitable and efficient businesses by 2025. In this session, you’ll learn how to standardize workflows, enhance the client experience, and automate repetitive administrative tasks using powerful tools like TaxDome. With over a decade...
Ep.019 - $2M Tax Practice Secrets: Building a Sellable Firm Without Working 80 Hours
Просмотров 929 часов назад
Welcome back to another edition of Diary of a Tax Practice Owner! In this episode, we are joined by Fred Stein, the esteemed tax director at BQ Tax and Accounting LTD. Fred shares his journey of growing a multi-state tax practice and discusses crucial strategies for acquisitions and exit planning. With over 30 years of experience in accounting and tax, Fred offers valuable insights into buildin...
SCALE Your Tax Practice to NEW HEIGHTS in 2024 Without Adding Staff!
Просмотров 61День назад
Join Jamie Gruol, co-founder of Workflows for Tax Pros, as she delves into the transformative power of automation for small tax and accounting practices. Discover how automated workflows using TaxDome can help scale your business without the need for additional hiring. Jamie shares real-life success stories and practical steps to implement automation, streamline processes, and increase capacity...
How to Build Systems That Keep Your Tax Practice Running During Personal Crisis with Tonya Yudizky
Просмотров 143День назад
In this powerful episode of Diary of a Tax Practice Owner, host Jamie Gruol interviews Tonya Yudizky, a tax professional with over 20 years of experience who shares her remarkable journey from military service to building a successful tax practice through multiple life challenges. 00:00 Introduction and Guest Introduction 01:39 Tonya's Journey into Tax Practice 03:16 Starting a Business During ...
Ep.017 - Effective Delegation and Letting Go of Control in Your Tax Firm with Leslie Liondas
Просмотров 6614 дней назад
Join us in this episode of 'Diary of a Tax Practice Owner' featuring the insightful Leslie Liondas, a CPA and trailblazer in the accounting industry, as she shares her journey and expertise in scaling accounting firms. Leslie discusses her personal experiences, including overcoming challenges as a single mom while managing at Hobby Lobby, and how she later co-founded a successful accounting fir...
TAXDOME UPDATES FOR NOVEMBER with Niko Witt - Partnership Manager at Taxdome
Просмотров 4521 день назад
✅ DOORS OPEN on 2nd December FOR WORKFLOW FOR TAX PROS! - www.workflowsfortaxpros.com/program Watch the latest updates on TaxDome with Partnership Manager at Taxdome - Niko Witt. 🚀 Ready to leap into a more efficient and profitable practice? Join us at W4TP and let's make your dream practice a reality. www.workflowsfortaxpros.com/program 👉🏻 What is TaxDome & how can it automate your business? T...
Ep. 016 - Shannon Weinstein’s Shift from Big Four to becoming a Fractional CFO
Просмотров 4921 день назад
In this episode of 'Diary of a Tax Practice Owner,' Shannon Weinstein shares her transformative journey from resisting her CPA father's advice to becoming a fractional CFO. Despite her initial love for Spanish, Shannon eventually discovered her passion for accounting, leading her through an impressive career with Big Four firms in Boston and financial services. Transitioning from feeling underv...
[ Re-uploaded ] TaxDome's New Features with Niko Witt - October Edition
Просмотров 44Месяц назад
🔔 October TaxDome New Feature Update Call with Niko Witt! 🔔 Are you ready to take your TaxDome experience to the next level? Join us for our October New Feature Update Call, featuring special guest Niko Witt, Partnership Manager at TaxDome! 🌟 In this informative session, we’ll dive into the latest and greatest features TaxDome has to offer. Whether you're looking to streamline your workflow, en...
Ep. 015 - Why Tax Pros Are Overworked-and How Tech Can Change That with Jessica & Jamie
Просмотров 58Месяц назад
Ep. 015 - Why Tax Pros Are Overworked-and How Tech Can Change That with Jessica & Jamie
How to make your current team efficient? (You don't need to hire more people in your tax practice )
Просмотров 61Месяц назад
How to make your current team efficient? (You don't need to hire more people in your tax practice )
Ep.014 - Master Your Money Mindset: How Accountants and Tax Pros Can Thrive with Alyssa J Dillon
Просмотров 41Месяц назад
Ep.014 - Master Your Money Mindset: How Accountants and Tax Pros Can Thrive with Alyssa J Dillon
The Secret to a Stress-Free Tax Season. WATCH NOW!
Просмотров 42Месяц назад
The Secret to a Stress-Free Tax Season. WATCH NOW!
Ep. 013 - The Hidden Challenges of Building a Tax Practice with Chris Lazzuri
Просмотров 38Месяц назад
Ep. 013 - The Hidden Challenges of Building a Tax Practice with Chris Lazzuri
SCALE YOUR FIRM WITHOUT ADDING MORE TEAM MEMBERS ( More Profit, Less Stress! )
Просмотров 97Месяц назад
SCALE YOUR FIRM WITHOUT ADDING MORE TEAM MEMBERS ( More Profit, Less Stress! )
Ep. 012 - Building a Seamless Lead Management System with Jessica Smith
Просмотров 51Месяц назад
Ep. 012 - Building a Seamless Lead Management System with Jessica Smith
TaxDome's Latest Features Are Out! October 2024 Features
Просмотров 63Месяц назад
TaxDome's Latest Features Are Out! October 2024 Features
Doubling Your Tax Practice: Lessons from Former IRS Agent Karen Collopy
Просмотров 237Месяц назад
Doubling Your Tax Practice: Lessons from Former IRS Agent Karen Collopy
HOW TO MANAGE YOUR TAX FIRM AS A SOLO PRACTITIONER? Spilling all the deets.
Просмотров 1162 месяца назад
HOW TO MANAGE YOUR TAX FIRM AS A SOLO PRACTITIONER? Spilling all the deets.
Ep. 010 - How Kirstin Reeder Went Fully Virtual with Her Tax Practice
Просмотров 552 месяца назад
Ep. 010 - How Kirstin Reeder Went Fully Virtual with Her Tax Practice
How to Simplify Tax Extensions Using TaxDome: Step-by-Step Guide
Просмотров 1012 месяца назад
How to Simplify Tax Extensions Using TaxDome: Step-by-Step Guide
Ep. 009 - How to have Happier Clients and More Freedom in your tax practice?
Просмотров 332 месяца назад
Ep. 009 - How to have Happier Clients and More Freedom in your tax practice?
Ep.008 - How to transition from a Corporate CPA to Thriving Tax Practice Owner with Ryan Elbein
Просмотров 452 месяца назад
Ep.008 - How to transition from a Corporate CPA to Thriving Tax Practice Owner with Ryan Elbein
GAME-CHANGING TAXDOME UPDATES | SEPTEMBER 2024 EDITION!
Просмотров 782 месяца назад
GAME-CHANGING TAXDOME UPDATES | SEPTEMBER 2024 EDITION!
Ep. 007 - Transform Your Tax Practice with Online Marketing Strategies by Katie Thomas
Просмотров 652 месяца назад
Ep. 007 - Transform Your Tax Practice with Online Marketing Strategies by Katie Thomas
Transform Your Lead Management System Like A Pro: 3 Automations for Tax & Accounting Practices 🚀
Просмотров 1083 месяца назад
Transform Your Lead Management System Like A Pro: 3 Automations for Tax & Accounting Practices 🚀
Ep.006 - From Hourly to Value-Based Pricing : How Jessica Transformed Her Tax Practice
Просмотров 893 месяца назад
Ep.006 - From Hourly to Value-Based Pricing : How Jessica Transformed Her Tax Practice
Ep. 005 - Navigating Growth, Burnout, and Client Strategies with Brenda Cannon
Просмотров 603 месяца назад
Ep. 005 - Navigating Growth, Burnout, and Client Strategies with Brenda Cannon
Exclusive AMA with Petar: Insights from a Chief Revenue Officer From TaxDome
Просмотров 233 месяца назад
Exclusive AMA with Petar: Insights from a Chief Revenue Officer From TaxDome
Hello
Fast comment, I am from Bangladesh ❤❤
How would you go about learning to do taxes?
No audio
Thanks for letting us know. We will get this fixed.
Hey there! Here is the Video with the audio - ruclips.net/video/BqUL5vZtafA/видео.html
I'm reviewing TaxDome right now. I know that I need to implement automation, but it seems like it will take soooo much time to get everything set and ready to go! Are you having a boot camp for the upcoming tax season?
Hi! That is great news @phillipstaxservice! TaxDome is a great solution for making you so much more efficient, it does take some time to get everything setup if you do it all on your own. We are able to help our small practices have their Tax Prep pipeline up and ready and learn how to use it in about 10-12 hours. The difference is that we have automated workflows that are proven to work and will help you by guiding you through how to setup with ease. You can check out more here: www.workflowsfortaxpros.com/program
Good video, I am also a Tax Manager and in the process of increasing prices and letting clients go for a more healthy and profitable business in the future.
I hope you found Brenda's story inspiring. Will you be doing some client trimming this year?
Love it! So much information
What is your fee to set up Taxdome?
I am halfway through the two hour "training" and it just seems like a long sales call for a program that will train me lol
Do you have one on one consulting? I have most things virtual but need help with cracks in the process?
Thank you so much ❤
🌷 *Promo SM*
I forget about using the z drive to merge docs or print to pdf! Great tip!
Love this!!