How I Started My Own Tax Prep Firm from Zero

I never planned to open my own tax firm, but that's what I did in November 2019 and I love it! If you want to launch your own tax firm, I hope that telling my story helps to encourage you to take the leap! In this video I talk about why I chose accounting, how I got to where I am now, challenges in launching a tax firm, steps I took the open the firm, how it's going 6 years into it, and what's next.

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/off...
Business Startup Checklist: https://www.wootencpacoaching.com/off...

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/you...
Group Coaching: https://www.wootencpacoaching.com/lar...
Other Resources: https://www.wootencpacoaching.com/lib...

Find me on LinkedIn
  / brad-wooten-cpa-5a37029  

0:00 - Introduction
1:25 - Introduction to Willy T Productions
1:55 - Why did I choose accounting?
5:18 - Why am I passionate about accounting?
7:45 - How does accounting tell a story?
9:13 - What was my career path?
17:14 - The importance of a mentor
22:15 - How my faith in Jesus affects my decisions
26:52 - Starting my firm - overcoming fear, projections, market analysis
30:52 - Steps to be able to file tax returns for others
33:22 - My four year revenue projections and how wrong they were
37:14 - Business steps to take setting up a CPA firm
42:28 - What services do I offer and to whom and how to market it
51:49 - What software do you need as a firm owner
1:01:07 - Make sales enjoyable, find and land clients
1:09:20 - How's it going, what's next
1:12:55 - Coaching other firm owners by accident
1:15:43 - My coaching style and what makes it different
1:19:06 - Ideal clients for the coaching business

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*Disclaimer:
This video is for entertainment purposes only and is not financial, tax, or legal advice.

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