Importance of Niche Client Base in Advisory Services and Business Model Similarities Across Industries

On Episode 146 of The Unique CPA, Randy Crabtree is joined by Jeremy Wells, founder of JWellsCFO, to discuss Jeremy’s transition from grad school and earning a PhD, into a teaching career in academia, then changing careers mid-stream, resulting in him earning and maintaining both his EA and CPA. Jeremy’s and his transition from teaching to tax advising was multi-faceted, and buffeted by a mentor who helped “show him the ropes” as he made his way, while also giving him insights into the kind of firm he wanted to run. Jeremy highlights the challenges and rewards of self-employment and the importance of identifying the right clients for your niche.

Get the full show notes and more resources at TheUniqueCPA.com