Ep.004 - Starting a Virtual CPA Firm: Diana Halenz's Journey from Corporate to Lifestyle Business

In this episode of Diary of a Practice Owner, we chat with Diana Halenz, a tax and accounting practice owner who has successfully built a virtual business from scratch.
👉🏻About The Guest -
Diana shares her inspiring journey from corporate life to entrepreneurship, motivated by a desire for a more fulfilling career and a love for scuba diving. We delve into her strategies for building a virtual practice, including networking online, leveraging social media, and building relationships with industry professionals.
👉🏻 Key Takeaways:
The power of networking and building relationships in the online world.
The importance of specializing in a niche market.
The benefits of using technology and virtual tools to manage a practice.
The value of mentorship and seeking advice from experienced professionals.
The importance of continuous learning and adapting to industry changes.
Join us as we explore Diana's insights and gain valuable tips for building a successful virtual tax and accounting practice.
Don't miss this inspiring episode of Diary of a Practice Owner!
Linkedin - / diana-halenz-cpa-mt-70...
🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. pod.link/17616...
✅ Links to Resources:
👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!
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👉🏻 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.
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👉🏻 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.
We created this channel to show how a thoughtful client experience mixed with the magic of automation can result in you working less on the meaningless stuff in your practice and start enjoying your family and life again! (Isn't that why you started your business in the first place? )