Business Strategy for CPA's 320 Not Cracking 40 Hours Next Tax Season with Kyle Wesely, CPA
Oct 23, 2024
Kyle Wesely, CPA and owner of a niche firm in Minnesota, shares insights into charitable tax planning and managing firm transitions. He discusses how impending fatherhood prompted him to streamline his practice for a better work-life balance. Kyle reveals strategies for increasing pricing without losing clients and emphasizes the importance of clear communication during these transitions. He also shares how focusing on specific client niches helped reduce his workload while maintaining revenue, ultimately leading to a more fulfilling professional life.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 3min
Navigating a Legacy Firm's Transition and Operations
02:57 • 2min
Balancing Chaos: The Struggles of a New Parent CPA
04:46 • 8min
Navigating Pricing Strategies in Client Services
12:52 • 15min
Navigating Client Communication in Price Changes
28:05 • 6min
Balancing Work and Life in Tax Season
34:09 • 8min
Transforming Client Dynamics with Strategic Pricing
42:04 • 2min