Diary of a Tax Practice Owner

About Diary of a Tax Practice Owner

Welcome to the Diary of a Tax Practice Owner, the podcast dedicated to transforming your tax or accounting practice by automating for more profit and time freedom. Say goodbye to burnout as you learn how to step into the entrepreneur role, stop being the skilled producer, and create a business you love. Join us as we share inspiring stories from tax professionals and accountants who broke free from the grind, adopted the entrepreneurial spirit, and built thriving businesses instead of just jobs. If you're ready to live your best life and find more profit and time beyond the confines of "the way it has always been done," this podcast is for you.

Publisher

Jamie Gruol & Jessica Smith

Category

business · business · technology

Language

en

Explicit

No

First episode

7 Aug 2024

Latest episode

9 Jun 2025

Latest episodes

32 episodes in the feed.

1. 

   9 Jun 2025

   No More 90-hour work weeks: How Catherine Roe Built a Balanced, Successful Tax Practice // Ep.32

   Catherine Roe discusses building a balanced virtual CPA firm, leveraging technology, and advocating for work-life balance in an interview about her journey from traditional accounting.

2. 

   26 May 2025

   Redefining Accounting: How to Build a Marketing Strategy That Works for Your Firm with Kristen Corey // Ep.31

   Kristen Corey shares her journey from accountant to marketing expert and reveals how accounting firms can build effective marketing strategies, emphasizing personal branding and niche specialization, in an interview with Jamie Gruol.

3. 

   12 May 2025

   How Josie Built a Boutique Tax Practice with Just 50 Clients and No Team // Ep.30

   In this inspiring episode, Jamie Gruol interviews the expert Josie Parr-CPA, tax strategist, and founder of Solo Tax Coach. From grinding 70-hour weeks at a top 100 firm to building a boutique, high-profit practice working just 20 hours a week, Josie’s story is both raw and empowering. The Episode dives deep into: The moment Josie knew corporate life was no longer sustainable How she overcame fear and scarcity to launch her solo firm The role of boundaries, automations, and intentional client work How she now helps other tax professionals build lifestyle-first businesses Connect with Josie - Josie Parr, CPA, MST is a tax strategist and practice owner with 20 years of experience. She runs Solo Tax Coach, an education hub for independent tax pros, and created the annual Profitable Lifestyle Firm Summit, an on demand event packed with real world tools, templates, and resources for small tax and accounting firm owners. www.solotaxcoach.com www.profitablelifestylefirm.com www.jparrcpa.com Don't miss this inspiring episode of Diary of a Practice Owner! 🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. https://pod.link/1761650474 ✅ Links to Resources: 👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation! https://www.workflowsfortaxpros.com/joinfbgroup 👉🏻 3 Months of Free TaxDome! - Use our exclusive Partner link to get your free trial started today, and when you fall in love with what TaxDome can do for you - you will get 2 free months of TaxDome added to annual subscription. https://www.workflowsfortaxpros.com/taxdome 👉🏻 Learn more about us: Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice! My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.5 / 5

8 ratings

Podcast Authority Score: 20 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

28

Social presence

0

YouTube

0

Engagement

31