PodParley PodParley
PodParley
Starting and Running an Accounting Firm: Tips and Strategies from Tailor Hartman episode artwork

EPISODE · Jun 18, 2023 · 1H 1M

Starting and Running an Accounting Firm: Tips and Strategies from Tailor Hartman

from The CPA Advisory Show · host Jeremy Wells, CPA, EA & Chris Hervochon, CPA, CVA

Jeremy and Chris welcome special guest Tailor Hartman (@TailorCPA on Twitter). Tailor is the founder at Celerity, which focuses on bookkeeping and custom reporting. The key takeaways from the episode (courtesy of ChatGPT) are: Tailor's accounting experience, his virtual accounting firm, and the services he provides to small and medium-sized businesses. Practical tips for CPAs looking to start their own advisory firm, including the types of clients to target and how to effectively market services. Strategies for streamlining accounting and bookkeeping work, including the use of AI technology, transcription services and outsourcing. Pricing strategies and factors to consider when setting prices for accounting services. Balancing the technical work of accounting with the business aspects of running a firm, including client relationships and marketing. Follow the show on Twitter ⁠@CPAAdvisoryShow⁠ Jeremy Wells on Twitter ⁠@JWellsCFO⁠ Chris Hervochon on Twitter ⁠@ChrisHervochon

Episode metadata supplied by the publisher feed · Published Jun 18, 2023

What this episode covers

Jeremy and Chris welcome special guest Tailor Hartman (@TailorCPA on Twitter). Tailor is the founder at Celerity, which focuses on bookkeeping and custom reporting. The key takeaways from the episode (courtesy of ChatGPT) are: Tailor's accounting experience, his virtual accounting firm, and the services he provides to small and medium-sized businesses. Practical tips for CPAs looking to start their own advisory firm, including the types of clients to target and how to effectively market services. Strategies for streamlining accounting and bookkeeping work, including the use of AI technology, transcription services and outsourcing. Pricing strategies and factors to consider when setting prices for accounting services. Balancing the technical work of accounting with the business aspects of running a firm, including client relationships and marketing. Follow the show on Twitter ⁠@CPAAdvisoryShow⁠ Jeremy Wells on Twitter ⁠@JWellsCFO⁠ Chris Hervochon on Twitter ⁠@ChrisHervochon

PodParley-generated summary based on available episode metadata and transcript content.

NOW PLAYING

Starting and Running an Accounting Firm: Tips and Strategies from Tailor Hartman

0:00 1:01:43

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

I'm ok

Mar 26, 2026 ·1m

Food Saved My Life

Mar 19, 2026 ·34m

Eat More Vegetables: The 4 Foods That Beat Ozempic (Naturally)

Feb 18, 2026 ·11m

How to End Heart Disease with Dr. Fuhrman

Feb 11, 2026 ·45m

Revolutionizing Breast Health: QT Imaging, Overdiagnosis, and What to Do Instead

Jan 27, 2026 ·35m

REMIX: Why we over-shop and compulsively acquire, and how to stop, with Dr Jan Eppingstall

Jan 9, 2026 ·61m

Similar Podcasts

MG Show MG Show The MG Show, hosted by Jeffrey Pedersen and Shannon Townsend, is a leading alternative media platform dedicated to uncovering the truth behind today’s most pressing political issues. Launched in 2019, the show has grown exponentially, offering unfiltered insights, comprehensive research, and real-time analysis. With a commitment to independent journalism and factual integrity, the MG Show empowers its audience with knowledge and encourages active participation in the political discourse. Ask A Spaceman Archives - 365 Days of Astronomy Ask A Spaceman Archives - 365 Days of Astronomy Podcasting Astronomy Every Day of the Year Breaking News Show | eTurboNews Juergen Thomas Steinmetz News is relevant to the global travel and tourism industry, human rights and global issues.Breaking news when it happens and only from the source. Eat to Live Jenna Fuhrman, Dr. Fuhrman Our health is our most precious gift and smart nutrition can change your life. Each month, join Dr. Fuhrman and his daughter, Jenna Fuhrman as they discuss important topics in the world of nutrition. Eat to Live will change the way you eat and think about food.

Frequently Asked Questions

How long is this episode of The CPA Advisory Show?

This episode is 1 hour and 1 minute long.

When was this The CPA Advisory Show episode published?

This episode was published on June 18, 2023.

What is this episode about?

Jeremy and Chris welcome special guest Tailor Hartman (@TailorCPA on Twitter). Tailor is the founder at Celerity, which focuses on bookkeeping and custom reporting. The key takeaways from the episode (courtesy of ChatGPT) are: Tailor's...

Can I download this The CPA Advisory Show episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!