S1E4 Starting Stories: Coming From a Non-Accounting Background w. Steve Nay
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S1E4 Starting Stories: Coming From a Non-Accounting Background w. Steve Nay
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Steve Nay | Daybreak Tax | LinkedIn
Resources Mentioned:
Business Strategies for CPAs podcast by Geraldine Carter
EA Journal
National Association of Enrolled Agents
Tax in Action podcast by Jeremy Wells
All the Money in the World by Laura Vanderkam
The conversation with Steve Nay covers his journey from a non-accounting background to starting a tax practice while working full-time. It explores the challenges and decisions involved in this transition, from becoming an enrolled agent to choosing tax software and managing the workload. The conversation covers the experience of balancing a side business with a full-time job, the growth and revenue of the business, client relationships, marketing, and the challenges of being a sole practitioner. It also provides advice for aspiring accountants coming from a different industry.
Chapters
00:00 Meet Steve
11:26 Choosing Tax Software and First Clients
17:01 Experience and Expertise
23:30 Client Relationships and Marketing
28:47 Challenges of a Sole Practitioner
Content ID Code: CKKC2DILY76LPKKU