Kyle Wesely

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.