Turning a Tax Practice into an Advisory Business (Live Coaching)

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The Practicing Accountant

68 episodes

12 hours ago

Welcome to "The Practicing Accountant," the podcast dedicated to firm owners navigating the complexities of running a modern accounting practice. Whether you've been in the game for a decade or are just starting out, our candid conversations, insightful strategies, and real-world advice are here to guide you. Join us for casual yet impactful discussions where we dive deep into the issues that matter most—pricing, scaling, capacity, burnout, and the ever-challenging tax seasons. Expect a bit of banter, some cussing, and a lot of honesty as we explore how to build a firm that not only thrives b

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Turning a Tax Practice into an Advisory Business (Live Coaching)

The Practicing Accountant

35 minutes 24 seconds

4 months ago

Turning a Tax Practice into an Advisory Business (Live Coaching)

68. In this live coaching session, Doug sits down with Kisha Shabazz, CPA, who just wrapped her first full tax season after leaving corporate America. With 85 clients under her belt, Kisha is now facing the next challenge: how to transition into an advisory model that brings year-round value and pricing power without getting overwhelmed.

We talk through packaging, pricing, onboarding, and the mindset shifts required to evolve from tax preparer to trusted advisor. If you're sitting on a book of business and wondering how to go from reactive to intentional, this one’s for you.

🔗 Connect with Kisha:
Website: futurefinancialdesign.com
LinkedIn: Kisha Shabazz, CPA
@futurefinancialdesign on Facebook, TikTok, and Instagram

🎙 Want live coaching on the podcast?
Apply at www.thepracticingaccountant.com/podcast