Episode 3 - Don Leavitt - Building a Highly Specialized Solo Tax Firm
Автор: Between 2 Firms
Загружено: 2025-12-31
Просмотров: 34
In this episode, Nick talks with Don Leavitt, founder of ArrowCPA, about building a solo firm that’s tax-first, subscription-based, and intentionally small. Don walks through his winding path into accounting, what finally pushed him to go out on his own, and how he structured monthly tax advisory so he can deliver real planning without living in the “billable hour” hamster wheel. They also get into niching (including gas stations and convenience stores), keeping the client list lean, and the trade-offs that come with customer concentration. Plus, a quick detour into Don’s track-day hobby and why it oddly parallels with running a firm.
To connect with Don visit his firms website:
arrowcpa.co
or follow him on your platform of choice:
https://www.linkedin.com/company/arrow-cpa...
https://www.facebook.com/p/Arrow-CPA-PC-61...
If you would like to connect with us visit:
https://sagaaccounting.com/
or to appear on the show, fill out a guest application:
https://docs.google.com/forms/d/e/1FAIpQLS...
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