{"id":24963,"date":"2022-02-14T08:00:59","date_gmt":"2022-02-14T14:00:59","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=24963"},"modified":"2023-08-22T11:08:08","modified_gmt":"2023-08-22T16:08:08","slug":"what-kind-of-firm-owner-will-you-be","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/what-kind-of-firm-owner-will-you-be\/","title":{"rendered":"What kind of firm owner will you be?"},"content":{"rendered":"

According to the “E-Myth revisited<\/a>” by Michael Gerber, there are three levels of business ownership: technician, manager, and entrepreneur. None of these three choices is wrong, but making your choice or not being intentional at all will solidify your entire future and career. No pressure, right? You started your firm as all three, but which do you yearn to be?<\/p>\n

Technicians are doing the work-tax preparation, bookkeeping, and producing everything themselves. I\u2019ve seen this work well for lifestyle-type firms, unless their boundaries aren\u2019t solid enough to know when to stop taking new clients, and to determine what type of clients to have. This can easily become a 40-hour-a-week role.<\/p>\n

Managers do exactly that: \u201cmanage the work.\u201d You may have other staff preparing compliance work, but you are still in production by being the reviewer of the work. You can shave approximately half your time off a week by initially becoming a manager.<\/p>\n

An entrepreneur is not involved in production; instead, they have other people to run the ship, so to speak, and focus on processes and innovation to keep the firm in the present and better in the future.<\/p>\n

There\u2019s no right or wrong, but few have mastered being technicians and having the life they love. Most dream of being an entrepreneur, but never make the leap to hire others or find best practices that get them out of the work. That\u2019s where coaching is so key to help redefine what they want and what is possible. I want to encourage you that it is possible<\/i>; I see it every day.<\/p>\n

When I started my firm, I was a technician for several years, worked too many hours, and became overwhelmed and sick. Then, I hired a tax preparer and bookkeepers, and reclaimed about half of my week by becoming the reviewer. After finally accepting coaching and realizing I needed to completely step away from production to pursue my true dreams of starting a SaaS company<\/a> and helping other accountants, I hired a tax manager to do the review work. Today, I work only four hours a week<\/a>\u00a0in the firm doing what I love.<\/p>\n

One of the main things I needed to do was set appropriate boundaries and pre-qualify every new client! We have a questionnaire developed over the last decade that is spot on for this; you\u2019ll find it at the link above.<\/p>\n

So here we are \u2026 challenging you as the reader for what you will do in this new year to get to the stage you want to be. There are no correct answers, but if your goal and current stage don’t align, you need to analyze what will get you there. For example, I have one coaching student who has a small concierge practice where she’s the technician, doesn’t want to grow, and is happy as can be. However, most <\/i>accounting colleagues I know are technicians or managers, and want to go to the next level.<\/p>\n

No matter what you do, please make a plan to work on the business<\/a>, not in the business. Look at the roles you are playing, how to move the ones that aren\u2019t adding the most value per hour for your worth, and begin hiring accordingly. In the coaching program Certified Concierge Accountant<\/a>, we go through an exercise of identifying a functional org chart, and then encourage and support you through those changes.<\/p>\n

If you are first growing a team, here are five key tips to becoming a good manager:<\/p>\n

    \n
  1. Make sure hours overlap as much as possible for initial Zoom shadowing.<\/li>\n
  2. Personality testing is a must-focus on the role\u2019s needs and strengths, things you might be weak in, or don\u2019t enjoy.<\/li>\n
  3. Pre-qualify every new hire, before even speaking to them, with a few simple questions .<\/li>\n
  4. Set clear internal guidelines and deadlines. Having a scorecard<\/a> format helps.<\/li>\n
  5. Write down your core values as a firm, and hire, fire, and use them to promote.\u00a0<\/span><\/li>\n<\/ol>\n

    Remember that leadership is neither management nor entrepreneurship. It\u2019s a craft that takes time to develop, but you must settle into your role at your firm\u2014and settle in well\u2014before you will have the time or energy to develop this skill. For further guidance, please visit my site<\/a> and join our free Facebook group, Accounting Firm Influencers<\/a>.<\/p>\n

    Editor’s note:<\/strong> Look to the Intuit\u00ae Tax Pro Center for a library full of articles on advisory services<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

    Do you want to be a technician, manager, or entrepreneur? Jackie Meyer, CPA, CTC, helps you decide where you want to take your firm.<\/p>\n","protected":false},"author":107199867,"featured_media":24965,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","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":[646041873],"tags":[],"intuit_collection":[],"intuit_series":[],"coauthors":[509474179],"class_list":["post-24963","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory-services"],"header_image":"","yoast_head":"\nWhat kind of firm owner will you be?<\/title>\n<meta name=\"description\" content=\"Explore the different approaches to firm ownership and leadership in tax and advisory practices, and decide which model aligns with your goals and service philosophy.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/what-kind-of-firm-owner-will-you-be\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What kind of firm owner will you be? - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Explore the different approaches to firm ownership and leadership in tax and advisory practices, and decide which model aligns with your goals and service philosophy.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/what-kind-of-firm-owner-will-you-be\/\" \/>\n<meta property=\"og:site_name\" content=\"Tax Pro Center | Intuit\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/IntuitAccountants\" \/>\n<meta property=\"article:published_time\" content=\"2022-02-14T14:00:59+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-08-22T16:08:08+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/01\/Personality.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"699\" \/>\n\t<meta property=\"og:image:height\" content=\"381\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Jackie Meyer, CPA, CTC\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:site\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Jackie Meyer, CPA, CTC\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/what-kind-of-firm-owner-will-you-be\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/what-kind-of-firm-owner-will-you-be\\\/\"},\"author\":{\"name\":\"Jackie Meyer, CPA, CTC\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/ade57b3fa8b344119610d6378b6a1800\"},\"headline\":\"What kind of firm owner will you be?\",\"datePublished\":\"2022-02-14T14:00:59+00:00\",\"dateModified\":\"2023-08-22T16:08:08+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/what-kind-of-firm-owner-will-you-be\\\/\"},\"wordCount\":748,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/what-kind-of-firm-owner-will-you-be\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/01\\\/Personality.jpg\",\"articleSection\":[\"Advisory Services\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/what-kind-of-firm-owner-will-you-be\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/what-kind-of-firm-owner-will-you-be\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/what-kind-of-firm-owner-will-you-be\\\/\",\"name\":\"What kind of firm owner will you be?\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/what-kind-of-firm-owner-will-you-be\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/what-kind-of-firm-owner-will-you-be\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/01\\\/Personality.jpg\",\"datePublished\":\"2022-02-14T14:00:59+00:00\",\"dateModified\":\"2023-08-22T16:08:08+00:00\",\"description\":\"Explore the different approaches to firm ownership and leadership in tax and advisory practices, and decide which model aligns with your goals and service philosophy.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/what-kind-of-firm-owner-will-you-be\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/what-kind-of-firm-owner-will-you-be\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/what-kind-of-firm-owner-will-you-be\\\/#primaryimage\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/01\\\/Personality.jpg\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/01\\\/Personality.jpg\",\"width\":699,\"height\":381,\"caption\":\"Personality\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/what-kind-of-firm-owner-will-you-be\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"What kind of firm owner will you be?\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"name\":\"Tax Pro Center | Intuit\",\"description\":\"Tax Pro Center\",\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\",\"name\":\"Tax Pro Center | Intuit\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"width\":872,\"height\":160,\"caption\":\"Tax Pro Center | Intuit\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccountants\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccts\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/intuitaccountants\\\/?hl=en\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/company\\\/intuit-accountants\\\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/ade57b3fa8b344119610d6378b6a1800\",\"name\":\"Jackie Meyer, CPA, CTC\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/550c09816a764b9090e7586f62e830eeaa813251d25ce6226ba43c36c15eb24d?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/550c09816a764b9090e7586f62e830eeaa813251d25ce6226ba43c36c15eb24d?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/550c09816a764b9090e7586f62e830eeaa813251d25ce6226ba43c36c15eb24d?s=96&d=identicon&r=g\",\"caption\":\"Jackie Meyer, CPA, CTC\"},\"description\":\"Jackie Meyer, CPA, CTC, is president and founder of Meyer Tax Consulting, LLC, in Southlake, Texas. Her team works with executives on strategic tax planning while also consulting on industry best practices as a speaker and thought leader.\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/taxpro43\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"What kind of firm owner will you be?","description":"Explore the different approaches to firm ownership and leadership in tax and advisory practices, and decide which model aligns with your goals and service philosophy.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/what-kind-of-firm-owner-will-you-be\/","og_locale":"en_US","og_type":"article","og_title":"What kind of firm owner will you be? - Tax Pro Center | Intuit","og_description":"Explore the different approaches to firm ownership and leadership in tax and advisory practices, and decide which model aligns with your goals and service philosophy.","og_url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/what-kind-of-firm-owner-will-you-be\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2022-02-14T14:00:59+00:00","article_modified_time":"2023-08-22T16:08:08+00:00","og_image":[{"width":699,"height":381,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/01\/Personality.jpg","type":"image\/jpeg"}],"author":"Jackie Meyer, CPA, CTC","twitter_card":"summary_large_image","twitter_creator":"@IntuitAccts","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Jackie Meyer, CPA, CTC","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/what-kind-of-firm-owner-will-you-be\/#article","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/what-kind-of-firm-owner-will-you-be\/"},"author":{"name":"Jackie Meyer, CPA, CTC","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/ade57b3fa8b344119610d6378b6a1800"},"headline":"What kind of firm owner will you be?","datePublished":"2022-02-14T14:00:59+00:00","dateModified":"2023-08-22T16:08:08+00:00","mainEntityOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/what-kind-of-firm-owner-will-you-be\/"},"wordCount":748,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/what-kind-of-firm-owner-will-you-be\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/01\/Personality.jpg","articleSection":["Advisory Services"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/what-kind-of-firm-owner-will-you-be\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/what-kind-of-firm-owner-will-you-be\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/what-kind-of-firm-owner-will-you-be\/","name":"What kind of firm owner will you be?","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/what-kind-of-firm-owner-will-you-be\/#primaryimage"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/what-kind-of-firm-owner-will-you-be\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/01\/Personality.jpg","datePublished":"2022-02-14T14:00:59+00:00","dateModified":"2023-08-22T16:08:08+00:00","description":"Explore the different approaches to firm ownership and leadership in tax and advisory practices, and decide which model aligns with your goals and service philosophy.","breadcrumb":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/what-kind-of-firm-owner-will-you-be\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/what-kind-of-firm-owner-will-you-be\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/what-kind-of-firm-owner-will-you-be\/#primaryimage","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/01\/Personality.jpg","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/01\/Personality.jpg","width":699,"height":381,"caption":"Personality"},{"@type":"BreadcrumbList","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/what-kind-of-firm-owner-will-you-be\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/accountants.intuit.com\/taxprocenter\/"},{"@type":"ListItem","position":2,"name":"What kind of firm owner will you be?"}]},{"@type":"WebSite","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","name":"Tax Pro Center | Intuit","description":"Tax Pro Center","publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/accountants.intuit.com\/taxprocenter\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization","name":"Tax Pro Center | Intuit","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","width":872,"height":160,"caption":"Tax Pro Center | Intuit"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccountants","https:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccts","https:\/\/accountants.intuit.com\/taxprocenter\/intuitaccountants\/?hl=en","https:\/\/accountants.intuit.com\/taxprocenter\/company\/intuit-accountants\/"]},{"@type":"Person","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/ade57b3fa8b344119610d6378b6a1800","name":"Jackie Meyer, CPA, CTC","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/550c09816a764b9090e7586f62e830eeaa813251d25ce6226ba43c36c15eb24d?s=96&d=identicon&r=g","url":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/550c09816a764b9090e7586f62e830eeaa813251d25ce6226ba43c36c15eb24d?s=96&d=identicon&r=g","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/550c09816a764b9090e7586f62e830eeaa813251d25ce6226ba43c36c15eb24d?s=96&d=identicon&r=g","caption":"Jackie Meyer, CPA, CTC"},"description":"Jackie Meyer, CPA, CTC, is president and founder of Meyer Tax Consulting, LLC, in Southlake, Texas. Her team works with executives on strategic tax planning while also consulting on industry best practices as a speaker and thought leader.","url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/taxpro43\/"}]}},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/01\/Personality.jpg","jetpack_shortlink":"https:\/\/wp.me\/pazjGh-6uD","jetpack-related-posts":[{"id":55330,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/cloud-automation-drives-results-for-three-peaks\/","url_meta":{"origin":24963,"position":0},"title":"Cloud automation drives results for Three Peaks","author":"Scott Cytron","date":"August 29, 2024","format":false,"excerpt":"Find out how LaDell Eyre uses ProConnect Tax and cloud automation to make processes more efficient and meet his goal of offering more advisory and CFO services to a smaller number of clients.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Cloud automation drives results for Three Peaks","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/08\/LaDell-Case-Study-copy.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/08\/LaDell-Case-Study-copy.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/08\/LaDell-Case-Study-copy.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/08\/LaDell-Case-Study-copy.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":713,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/now-is-the-time-to-build-your-firm-of-the-future\/","url_meta":{"origin":24963,"position":1},"title":"Now is the Time to Build Your Firm of the Future","author":"Jim Buffington, CPA","date":"April 26, 2016","format":false,"excerpt":"Now that you have crossed the finish line of another tax season, it\u2019s time to shift gears from long hours working in your business to strategically work on your business. It\u2019s the time of the year to evaluate what you do and how you do it, and to realign your\u2026","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/04\/man-celebrate-e1508453015912.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/04\/man-celebrate-e1508453015912.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/04\/man-celebrate-e1508453015912.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/04\/man-celebrate-e1508453015912.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":25420,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/the-benefits-of-owning-a-small-firm\/","url_meta":{"origin":24963,"position":2},"title":"The benefits of owning a small firm","author":"Jasen Stine","date":"April 7, 2022","format":false,"excerpt":"While working in a large tax and accounting firm has its benefits, so does working in a small firm. In this article, Jasen Stine breaks it down for you.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Small Firm","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/04\/Small-Firm.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/04\/Small-Firm.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/04\/Small-Firm.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":66994,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/steps-to-price-and-offer-premium-advisory-with-confidence\/","url_meta":{"origin":24963,"position":3},"title":"5 steps to price and offer premium advisory with confidence","author":"Michelle Weinstein","date":"October 6, 2025","format":false,"excerpt":"Double firm revenue, charging three times more than competitors, getting paid upfront, and saying goodbye to burnout. It's a win-win.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"5 steps to price and offer premium advisory with confidence","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/10\/5-steps-to-price-and-offer-premium-advisory-with-confidence-copy.jpeg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/10\/5-steps-to-price-and-offer-premium-advisory-with-confidence-copy.jpeg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/10\/5-steps-to-price-and-offer-premium-advisory-with-confidence-copy.jpeg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/10\/5-steps-to-price-and-offer-premium-advisory-with-confidence-copy.jpeg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":81178,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflow-tools\/new-firm-must-haves-for-your-tax-software\/","url_meta":{"origin":24963,"position":4},"title":"New firm? 4 must-haves for your tax software","author":"Intuit Accountants Team","date":"May 8, 2026","format":false,"excerpt":"Starting a tax firm requires more than clients and credentials. It requires dependable technology that works to improve the financial outcomes of the firm\u2019s clients.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"New firm? 4 must-haves for your tax software","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/05\/New-firm-4-must-haves-for-your-tax-software-copy.jpeg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/05\/New-firm-4-must-haves-for-your-tax-software-copy.jpeg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/05\/New-firm-4-must-haves-for-your-tax-software-copy.jpeg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/05\/New-firm-4-must-haves-for-your-tax-software-copy.jpeg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":54395,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/dynamic-investment-strategies-for-firm-growth\/","url_meta":{"origin":24963,"position":5},"title":"Dynamic (investment) strategies for firm growth","author":"Matt Kanas","date":"June 21, 2024","format":false,"excerpt":"Investing in firm growth is more than just a one-time activity. Get timely strategies in this article that features firm gurus Marcus Dillon and Dan Gertrudes.","rel":"","context":"In "Grow your practice"","block_context":{"text":"Grow your practice","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/grow-your-practice\/"},"img":{"alt_text":"Dynamic (investment) strategies for firm growth","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/06\/Dynamic-investment-strategies-for-firm-growth-copy.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/06\/Dynamic-investment-strategies-for-firm-growth-copy.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/06\/Dynamic-investment-strategies-for-firm-growth-copy.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/06\/Dynamic-investment-strategies-for-firm-growth-copy.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/24963","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/users\/107199867"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=24963"}],"version-history":[{"count":5,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/24963\/revisions"}],"predecessor-version":[{"id":25004,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/24963\/revisions\/25004"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/24965"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=24963"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=24963"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=24963"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=24963"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=24963"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=24963"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}