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Workflows for Tax Pros
Приєднався 26 лис 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 professionals.
Want to take your tax practice to the next level of automation and efficiency? Join the Workflows for Tax Pros program and gain access to expert guidance and support in leveraging and optimizing TaxDome.
So don't miss out on this opportunity to streamline your client offboarding process! If you found this video helpful, don't forget to like, comment, and subscribe for more content. Thanks for watching, and until next time, keep automating!
✅ Links to Resources Mentioned in this video:
👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!
www.workflowsfortaxpros.com/joinfbgroup
👉🏻 3 Months of Free TaxDome! - Use our exclusive Partner link to get your free trial started today, and when you fall in love with what TaxDome can do for you - you will get 3 free months of TaxDome added to annual subscription.
www.workflowsfortaxpros.com/taxdome
___________
👇🏻 Learn more about us:
Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!
My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.
We created this channel to show how a thoughtful client experience mixed with the magic of automation can result in you working less on the meaningless stuff in your practice and start enjoying your family and life again! (Isn't that why you started your business in the first place? )
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 professionals.
Want to take your tax practice to the next level of automation and efficiency? Join the Workflows for Tax Pros program and gain access to expert guidance and support in leveraging and optimizing TaxDome.
So don't miss out on this opportunity to streamline your client offboarding process! If you found this video helpful, don't forget to like, comment, and subscribe for more content. Thanks for watching, and until next time, keep automating!
✅ Links to Resources Mentioned in this video:
👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!
www.workflowsfortaxpros.com/joinfbgroup
👉🏻 3 Months of Free TaxDome! - Use our exclusive Partner link to get your free trial started today, and when you fall in love with what TaxDome can do for you - you will get 3 free months of TaxDome added to annual subscription.
www.workflowsfortaxpros.com/taxdome
___________
👇🏻 Learn more about us:
Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!
My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.
We created this channel to show how a thoughtful client experience mixed with the magic of automation can result in you working less on the meaningless stuff in your practice and start enjoying your family and life again! (Isn't that why you started your business in the first place? )
Переглядів: 0
Відео
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
Переглядів 13219 годин тому
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
Переглядів 10221 годину тому
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!
Переглядів 6614 днів тому
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
Переглядів 15114 днів тому
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
Переглядів 6621 день тому
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
Переглядів 5021 день тому
✅ 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
Переглядів 50Місяць тому
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
Переглядів 44Місяць тому
🔔 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
Переглядів 58Місяць тому
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 )
Переглядів 61Місяць тому
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
Переглядів 43Місяць тому
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!
Переглядів 44Місяць тому
The Secret to a Stress-Free Tax Season. WATCH NOW!
Ep. 013 - The Hidden Challenges of Building a Tax Practice with Chris Lazzuri
Переглядів 38Місяць тому
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! )
Переглядів 99Місяць тому
SCALE YOUR FIRM WITHOUT ADDING MORE TEAM MEMBERS ( More Profit, Less Stress! )
Ep. 012 - Building a Seamless Lead Management System with Jessica Smith
Переглядів 52Місяць тому
Ep. 012 - Building a Seamless Lead Management System with Jessica Smith
TaxDome's Latest Features Are Out! October 2024 Features
Переглядів 632 місяці тому
TaxDome's Latest Features Are Out! October 2024 Features
Doubling Your Tax Practice: Lessons from Former IRS Agent Karen Collopy
Переглядів 2392 місяці тому
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.
Переглядів 1172 місяці тому
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
Переглядів 552 місяці тому
Ep. 010 - How Kirstin Reeder Went Fully Virtual with Her Tax Practice
How to Simplify Tax Extensions Using TaxDome: Step-by-Step Guide
Переглядів 1022 місяці тому
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?
Переглядів 332 місяці тому
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
Переглядів 452 місяці тому
Ep.008 - How to transition from a Corporate CPA to Thriving Tax Practice Owner with Ryan Elbein
GAME-CHANGING TAXDOME UPDATES | SEPTEMBER 2024 EDITION!
Переглядів 792 місяці тому
GAME-CHANGING TAXDOME UPDATES | SEPTEMBER 2024 EDITION!
Ep. 007 - Transform Your Tax Practice with Online Marketing Strategies by Katie Thomas
Переглядів 653 місяці тому
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 🚀
Переглядів 1083 місяці тому
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
Переглядів 903 місяці тому
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
Переглядів 603 місяці тому
Ep. 005 - Navigating Growth, Burnout, and Client Strategies with Brenda Cannon
Exclusive AMA with Petar: Insights from a Chief Revenue Officer From TaxDome
Переглядів 233 місяці тому
Exclusive AMA with Petar: Insights from a Chief Revenue Officer From TaxDome
Thank you for sharing these insightful shifts! It’s great to see strategies that will help transform and elevate tax practices in 2025.
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 - ua-cam.com/video/BqUL5vZtafA/v-deo.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!!