Welcome Josie Parr, a powerhouse in tax strategy and the founder of her own firm. Josie shares her journey from building her practice from scratch to establishing herself as a go-to expert in tax strategy. As we dive into her story, she reveals the unique challenges and triumphs she encountered while balancing her personal life and ambitious professional growth. She highlights the importance of setting boundaries to create a profitable lifestyle firm that works for her, not the other way around.

We also get into the nuts and bolts of building a client base from the ground up and why defining your ideal client is key to long-term success. Josie shares the inspiration behind her latest venture, The Tax Strategy Collaborative, and talks about what to expect from the upcoming Profitable Lifestyle Firm Summit, a can’t-miss event for anyone looking to grow in the field. She even offers some advice on preparing for the New Year, with strategic insights to help accountants and firm owners hit the ground running.

Join us as we explore Josie’s invaluable insights on creating a sustainable, profitable business model in accounting and tax strategy. Whether you're starting from zero or aiming to take your firm to the next level, this conversation is packed with actionable tips you can use right now to make meaningful progress.

What you'll hear in this episode:

[2:15] Josie's Journey to Starting Her Own Firm

[4:55] Building a Client Base from Scratch

[6:35] Defining Your Ideal Client

[8:20] The Importance of Setting Boundaries

[10:50] Creating a Profitable Lifestyle Firm

[13:25] The Tax Strategy Collaborative

[18:25] The Profitable Lifestyle Firm Summit

[25:50] Advice for the New Year

Learn more about https://jparrcpa.com/

Learn more about Solo Tax Coach https://solotaxcoach.com/

Connect with Josie on LinkedIn https://www.linkedin.com/in/josie-parr-cpa-mst/

Connect with Kelly https://www.linkedin.com/in/kellyrohrs/

Connect with Bilal https://www.linkedin.com/in/bmehanna/