I’m very confused. Where I came from as an accountant. Taxes and bookkeeping are peanut butter and jellly. But apparently I am running a niche practice now.
You forgot to talk about FINRA. You will want to look at whether you keep Tax and Wealth Mgmt in separate entities because if you don't, any marketing you do for taxes has to get approved by FINRA. Do you want that headache?
We use a proactive coordinator in our firm.
That bot comment only proves how powerful adding Bookkeeping to a tax firm is, 45k in 7 weeks is quite the upsell.
Sometimes being small and making a living is the good way to live a happy stress free life.
The single person is the quarterback
I’m very confused. Where I came from as an accountant. Taxes and bookkeeping are peanut butter and jellly. But apparently I am running a niche practice now.
You say that but my son will only have peanut butter on his toast
You forgot to talk about FINRA. You will want to look at whether you keep Tax and Wealth Mgmt in separate entities because if you don't, any marketing you do for taxes has to get approved by FINRA. Do you want that headache?
Yep most people run them as separate entities for this reason, but more in-the-weeds than we usually get here