Let's talk turkey, firm owners - how much are you making?

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#21
Beagle  
Posts:
190
Joined:
16-Jan-2020 3:15pm
Location:
Freelander
I got into doing taxes as a service for our financial planning, investment management clients. I realized that if you have their taxes also, they don't leave on a whim from another firm pitching massive returns. If clients have >$500k in assets with us, tax prep is likely included with their fee or greatly reduced.
 

#22
eze  
Posts:
314
Joined:
8-May-2014 7:02pm
Location:
Grey Area, California
smtcpa wrote:If I could find tax/bookkeeping staff, I would no doubt be much larger. But having an admin is critical. I could not do it without her.


Good admin is critical. I just had to let one go because of poor performance, but poor performance is better than a stack of emails or paperwork that I have to work through on my own. I dropped the employee admin and went with a staffing service. It's not cheap, but well worth having the help.
 

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