Starting and Running an Accounting Firm: Tips and Strategies from Tailor Hartman

Jeremy and Chris welcome special guest Tailor Hartman (@TailorCPA on Twitter). Tailor is the founder at Celerity, which focuses on bookkeeping and custom reporting. The key takeaways from the episode (courtesy of ChatGPT) are:

• Tailor's accounting experience, his virtual accounting firm, and the services he provides to small and medium-sized businesses.

• Practical tips for CPAs looking to start their own advisory firm, including the types of clients to target and how to effectively market services.

• Strategies for streamlining accounting and bookkeeping work, including the use of AI technology, transcription services and outsourcing.

• Pricing strategies and factors to consider when setting prices for accounting services.

• Balancing the technical work of accounting with the business aspects of running a firm, including client relationships and marketing.

Follow the show on Twitter ⁠@CPAAdvisoryShow⁠

Jeremy Wells on Twitter ⁠@JWellsCFO⁠

Chris Hervochon on Twitter ⁠@ChrisHervochon