How To Start a Tax Firm From Scratch

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If you’re new here, I’m Tyler S. Clark — co-founder of Dream Firms where we give entrepreneurial accountants the proven playbook to grow a hyper-profitable accounting firm with all the support they could ever need.

But since anyone on YouTube can claim anything, here’s why I’ve earned the right to talk about the accounting profession:

Legacy Roots: My grandfather built a $10M accounting firm (today’s dollars) in the 60s using sales and marketing when it was still “illegal” for CPAs. My grandmother promptly lost it all at the slots in Atlantic City.
Family Business: My dad carried the torch, scaled and sold his own accounting firm, then launched New Clients Inc. (NCI), which generated over $1B in revenues for accountants nationwide.
My Path: I started my career as a growth consultant for accountants at NCI, then co-founded and scaled my accounting firm adding $100K/yr to it. Sold that firm and built an advisory firm to $1M cash collected in 18 months on a part-time effort.

Today, Dream Firms has delivered 100K+ CPE credits by training accounting professionals on the tactics that created the success above and works with a select number of firms each year to implement those tactics with them: adding $100K+/yr in new profitable client engagements, to as high as $1.2M in 6 months for one accounting advisory firm.

To all the entrepreneurial accountants forging their own path despite the overwhelming self-doubt...

The most important step is always the next one.

Keep at it, don't stop learning and you will get there.

And never forget...

Only you can create your dream firm, but we help you every step of the way.

Tyler


Chapters:
0:00- 0:50 Intro
0:50- 1:46 Step 1: Get Your PTIN
1:46- 2:48 Step 2: Tax Filing Experience
2:48- 5:25 Step 3: Pick Your Niche
5:25- 6:46 Step 4: Prepare for The Struggle
6:46- 15:22 Step 5: Prep For Your 1st Sale
15:22- 16:51 Step 6: Make The 1st Sale For Your Tax Firm
16:51- 20:10 Step 7: Be Prepared For The Most Dangerous Time In Your Client Relationships
20:10- 21:22 Step 8: Get Reviews & Referrals
21:22- 24:42 Step 9: Build Your Online Presence
24:42- 27:30 Step 10: Get Help BEFORE You Need It
27:30-31:30 Step 11: Level Up These 3 Things
31:30- 31:17 How to Get Extra Support