Tax Planning: Maximize Client Value, Expand Services w/ Kirstin Reeder

In this episode of Building the Premier Accounting Firm, Kirstin Reeder, founder and CEO of Purple Sapphire Business Solutions, shares her journey from stay-at-home mom to EA, offering specialized bookkeeping and tax services. Discover how she balances family and business, sets boundaries, and leverages networking to grow her firm.

Key Takeaways:

• 🤝 Leverage networking and referrals for client acquisition in bookkeeping and tax services.

• ⏰ Set clear boundaries and manage scope creep to maintain work-life balance.

• 💡 Offer tiered tax planning services to cater to different client needs.

• 🛠️ Utilize automation tools like TaxDome to streamline workflows and improve client communication.

Featured Quotes:

• “I love my job. If I could, I would be probably doing, you know, working 50 to 60 hours a week.” - Kirstin

• “My life completely changed when I started my business because I was able to surround myself with people who get it.” - Kirstin

• “There’s a little bit more control over your tax situation when you own a business or have real estate investments or things like that.” - Roger

Behind the Story:

Kirstin Reeder’s journey into accounting began with a high school class and took a detour through motherhood and homeschooling. Later in life, she found her way back to her passion, becoming an Enrolled Agent and specializing in bookkeeping and tax services for the travel and tourism industry. Her story illustrates the flexibility and opportunities available in the accounting profession, as well as the importance of community and setting boundaries.

 

Conclusion:

Thank you for listening to another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can follow in Kirstin Reeder’s footsteps and start a thriving accounting firm of your very own, connect with Universal Accounting Center’s team at 435-344-2060.

 

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

 

Offers:

The Tax Pros BFF is in beta mode right now, and we are looking for testers. If you would like to get on our interest list, to either be a beta tester or to receive information about the launch, visit www.taxprosbff.com

 

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.

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Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve.  This is a webinar you don’t want to miss.  Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area.  This is a must-see presentation so get ready to take some great notes.

 

In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals.  After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share.  Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It’s here you can become a:

 

• Professional Bookkeeper, PB

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Next, join a group of like-minded professionals within the accounting community.  Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

 

• The Accounting & Bookkeeping Tips Facebook Group

• The Universal Accounting Fanpage

• Topical Newsletters:

• Universal Accounting Success

• The Universal Newsletter

 

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For Additional FREE Resources for accounting professionals check out this collection HERE!

 

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

 

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

 

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For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777