Running a successful tax business

Bill came to the world of ledgers and tax returns by an unlikely route. He majored in music, and spent time as a songwriter in Los Angeles, even landing a spot on a production team for a Stevie Wonder spin-off called Writer’s Quarters West. To help make ends meet for his young family, Bill started a small business in 1988, part time, while still keeping a foot in the music industry. But it quickly consumed all his time and energy, and he discovered that he actually enjoyed running a business, which required learning how to keep the books, which led to an MBA in finance and accounting. Eventually, Bill was hired by Universal Accounting Center in Salt Lake City to teach their unique bookkeeping and tax preparation courses to students from all over the country. He has been a lead writer and editor for Universal Accounting’s Professional Tax Preparer course. He also worked several seasons as a tax professional for H&R Block. Having worked several seasons as a tax professional for H&R Block, Bill currently runs his own thriving bookkeeping, accounting and tax preparation business.

Starting and building a successful tax business takes time and effort.

Listen as Bill Brough EA, shares his experience and some advice.

As a professional tax preparer, Bill first started with just a handful of clients one tax season. In the time it went from being a supplemental income that he was doing on weeknights and weekends to a crossroad. Yes, he took the leap and started doing taxes full-time doubling and even tripling his business each tax season year-over-year.

Bill Brough EA, owner, and founder of Bottom Line Bookkeeping & Tax. Primary contributor and content writer to the Professional Tax Preparer PTP program.

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From CFO to offering CFO services & beyond

Todd Manion had a typical start to the accounting profession. After transitioning from economics to accounting as a major he received his masters degree in accounting and found employment doing audits. Really no surprises to start with but wait.

Next comes the opportunity to become the Chief Financial Officer (CFO) for a company and that is when the “fun” started. After the shock of the first day the adventure began.

Listen as Todd shares his journey, starting his first business offering onsite CFO services to selling it and now working with accounting firms develop their talent on the path to becoming partners.

Hear what advice he has for those starting their own firm as well as his suggestions for those running a successful accounting firm now.

Listen as Roger and Todd also discuss the future of accounting and what is on the horizon for the profession. What every accounting professional needs to know to prepare for their future and remain relevant for their clients.

Take the next step as you start & build your business as an accounting professional – do what you can to have the premier accounting firm.

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Remember this, Accounting Success IS Universal