{"id":16469,"date":"2019-07-08T08:00:08","date_gmt":"2019-07-08T13:00:08","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=16469"},"modified":"2019-07-02T09:54:28","modified_gmt":"2019-07-02T14:54:28","slug":"proconnect-tax-customer-council-member-profile-renee-daggett-ea","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/proconnect\/proconnect-tax-customer-council-member-profile-renee-daggett-ea\/","title":{"rendered":"ProConnect\u2122 Tax Customer Council Member Profile: Renee Daggett, EA"},"content":{"rendered":"

\"ReneeMeet Renee Daggett, EA, CEO of AdminBooks<\/a>, a tax, bookkeeping and payroll services firm in Morgan Hill, Calif. Renee is an Advanced QuickBooks\u00ae Online Consultant, a member of the Intuit\u00ae Trainer\/Writer Network and serves on the Intuit ProConnect\u2122 Tax Customer Council. She is also the author of \u201cYour Financial Flight Plan: Pilot Your Business to Profitability<\/a>.\u201d Get to know Renee in this profile.<\/p>\n

ProConnect:<\/b> Tell us about your practice.<\/p>\n

Renee Daggett:<\/b> In 1995, my husband, Doug, set up an S corporation and needed me to help him with the bookkeeping. Not being able to find the resources I needed to learn what to do, I educated myself, and in 2003, I started AdminBooks, helping other business owners clean up their QuickBooks files. Today, with 12 team members, we provide tax services, bookkeeping services using QuickBooks Online, and payroll services. We focus on businesses that need a \u201cone-stop shop\u201d for services, while also helping high-net-worth clients get every tax deduction allowed. Our core purpose is to educate clients with financial options based on their goals in order to make a difference in their businesses and personal lives!<\/p>\n

ProConnect:<\/b> Why is the ProConnect Tax Customer Council important to the profession?<\/p>\n

RD:<\/b> I was thrilled to hear that Intuit invests time and money to listen to tax professionals. Having this partnership and collaboration is all for the benefit of helping our clients and the tax profession. It is a win for all!<\/p>\n

ProConnect:<\/b> What\u2019s your favorite part of being on the Council?<\/p>\n

RD:<\/b> For me, I enjoy the brainstorming with Intuit and other tax pros so that we can make an impact in the tax community. My favorite part is learning, sharing and building friendships with the other Council members.<\/p>\n

ProConnect:<\/b> What kind of Intuit software do you use?<\/p>\n

RD:<\/b> We drank the Intuit Kool-Aid at our firm: Intuit ProConnect Lacerte<\/a>\u00ae, QuickBooks Online Accountant<\/a>, Intuit Online Payroll for Accounting Professionals<\/a> and QuickBooks Payments<\/a>.<\/p>\n

ProConnect:<\/b> What are your goals for your practice this year?<\/p>\n

RD:<\/b> I have three things I am focusing on for 2019:<\/p>\n

    \n
  1. Using the book \u201cTraction: Get a Grip on Your Business<\/a>\u201d as a model, I started having quarterly meetings with the three managers on my team. We communicate about our company, team, clients, issues, processes and quarterly goals. It\u2019s been fantastic. I\u2019m glad to share this process with anyone who wants to know more about how do to this in their firm.<\/li>\n
  2. We are spending time articulating what we do well and who we can best help. We are learning to turn away the clients that are not ideal for us. We are narrowing our funnel. This comes with some anxiety of change, but mostly excitement for what is to come.<\/li>\n
  3. While taking current financial statements for business clients, our goal is to project a client\u2019s numbers through the end of the year. We want to provide them with options for how to minimize their tax liability, educate them on the Tax Cuts and Jobs Act<\/a> (TCJA), and give them financial options so they can fulfill the hopes and desires for their family. There are no tax surprises!<\/li>\n<\/ol>\n

    ProConnect:<\/b> What was your very first job?<\/p>\n

    RD:<\/b> In high school, I worked at Pizza Hut as a server and worked my way to shift supervisor.<\/p>\n

    ProConnect:<\/b> Who is your favorite author?<\/p>\n

    RD:<\/b> Because I\u2019m an avid reader, there is no way I can pick just one. However, when I exercise, I\u2019ve been reading the Sue Grafton murder\/mystery alphabet series. I don\u2019t allow myself to find out \u201cwhodunit\u201d unless I am moving my butt out of the office chair. Right now, I\u2019m on \u201cK is for Killer.\u201d<\/p>\n

    On the business side, here are my top ten books I\u2019ve recently read:<\/p>\n

      \n
    1. \u201cTraction\u201d \u2013 Gino Wickman<\/li>\n
    2. \u201cExtreme Ownership\u201d \u2013 Jocko Willink<\/li>\n
    3. \u201cEntreLeadership: 20 Years of Practical Business Wisdom From the Trenches\u201d \u2013 Dave Ramsey<\/li>\n
    4. \u201cShoe Dog\u201d \u2013 Phil Knight<\/li>\n
    5. \u201cPermission to Screw Up: How I Learned to Lead by Doing (Almost) Everything Wrong\u201d \u2013 Kristen Hadeed<\/li>\n
    6. \u201cThe Ideal Team Player\u201d \u2013 Patrick Lencioni<\/li>\n
    7. \u201cClockwork: Design Your Business to Run Itself\u201d \u2013 Mike Michalowicz<\/li>\n
    8. \u201cThe 4 Disciplines of Execution: Achieving Your Wildly Important Goals\u201d \u2013 Sean Covey<\/li>\n
    9. \u201cFree to Focus: A Total Productivity System to Achieve More by Doing Less\u201d \u2013 Michael Hyatt<\/li>\n
    10. \u201cEveryday Millionaires: How Ordinary People Built Extraordinary Wealth\u2013and How You Can Too\u201d \u2013 Chris Hogan<\/li>\n<\/ol>\n

      ProConnect:<\/b> Wow \u2013 what a list! Now, if you were stranded on a desert island with access to just one kind of technology, what would it be, and why would you want it?<\/p>\n

      RD:<\/b> I\u2019d want solar-powered phone with satellite-based internet access so that I can keep it charged and communicate with my family (texting and FaceTime).<\/p>\n

      ProConnect:<\/b> How can tax professionals keep up with all the changes in tax laws and regulations?<\/p>\n

      RD:<\/b> First, find a publication you like. I value being a member of the National Association of Tax Professionals<\/a> and get their weekly updates. Second, get educated. When the TCJA came out, I attended a ton of webinars so that I could explain the changes to our clients. Third, the best thing is to rub shoulders with other people in our profession and collaborate!<\/p>\n

      ProConnect:<\/b> Thanks, Renee.<\/p>\n

      Editor\u2019s note:<\/b> Check out several articles on staffing and leadership<\/a> Renee has written for the Intuit Tax Pro Center.<\/p>\n","protected":false},"excerpt":{"rendered":"

      In this profile of Renee Daggett, EA, learn more about her practice, why she serves on the ProConnect\u2122 Tax Customer Council and more.<\/p>\n","protected":false},"author":17093207,"featured_media":15137,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"video","meta":{"rkv_reviewed_by_select":[],"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","customModifiedDate":"","_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\n\n{excerpt}\n\n{url}","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[507994156],"tags":[646041714],"intuit_collection":[],"intuit_series":[],"coauthors":[509474107],"class_list":["post-16469","post","type-post","status-publish","format-video","has-post-thumbnail","hentry","category-proconnect","tag-tax-customer-council-profiles","post_format-post-format-video"],"header_image":"","yoast_head":"\nProConnect\u2122 Tax Customer Council Member Profile: Renee Daggett, EA - 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