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EP 181: How to Grow a Modern Tax Practice: From Paper to Digital

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Manage episode 523372709 series 3139795
Content provided by DOPE CFO. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by DOPE CFO or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

If you’ve ever felt like you’re the bottleneck in your own firm’s growth, this episode’s for you.

DOPE CFO Certified Advisor Raymond Guns, CPA, sits down with Scott Scarano, a firm owner who transformed his traditional tax practice into a $1.7M subscription-based business serving clients nationwide, including the cannabis industry.

Scott shares the strategies that helped him scale his firm, streamline operations, and step back from the daily grind – all while maintaining profitability and delivering exceptional client service.

What You’ll Learn:

- Create Recurring Revenue & Full-Service Solutions: Transitioning from tax prep to subscription-based accounting, payroll, and advisory services can create predictable income streams and deeper client relationships.

- Streamline Operations for Profitability: Implementing SOPs, pricing models, and remote workflows ensures efficiency and consistent profits, even as your firm scales.

- Achieve Freedom Through Delegation: Building a global remote team and empowering them to take ownership of operations allows you to step back from daily tasks and focus on growth – or reclaim your time.

Whether you’re looking to grow your cannabis accounting practice, create recurring revenue, or finally reclaim your time, this episode offers practical advice you can start using today.

  continue reading

182 episodes

Artwork
iconShare
 
Manage episode 523372709 series 3139795
Content provided by DOPE CFO. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by DOPE CFO or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

If you’ve ever felt like you’re the bottleneck in your own firm’s growth, this episode’s for you.

DOPE CFO Certified Advisor Raymond Guns, CPA, sits down with Scott Scarano, a firm owner who transformed his traditional tax practice into a $1.7M subscription-based business serving clients nationwide, including the cannabis industry.

Scott shares the strategies that helped him scale his firm, streamline operations, and step back from the daily grind – all while maintaining profitability and delivering exceptional client service.

What You’ll Learn:

- Create Recurring Revenue & Full-Service Solutions: Transitioning from tax prep to subscription-based accounting, payroll, and advisory services can create predictable income streams and deeper client relationships.

- Streamline Operations for Profitability: Implementing SOPs, pricing models, and remote workflows ensures efficiency and consistent profits, even as your firm scales.

- Achieve Freedom Through Delegation: Building a global remote team and empowering them to take ownership of operations allows you to step back from daily tasks and focus on growth – or reclaim your time.

Whether you’re looking to grow your cannabis accounting practice, create recurring revenue, or finally reclaim your time, this episode offers practical advice you can start using today.

  continue reading

182 episodes

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