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.

• 🤝 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.

• “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

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.

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

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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