2:33 Tell us a bit about your firm and how you got to where you are.
3:45 What was the best and worst thing that happened when you went fully virtual and remote in your firm?
5:28 Get a little vulnerable with us. What is the hardest thing that happened, and how did you - or are you still working on overcoming it?
7:18 You said you fell in love with tax prep and review. You're one of the few people I've heard say that. What made you fall in love with tax prep?
8:32 What's your favorite thing out of all the activities you do now?
9:29 Client meetings: Did you move that to completely virtual, or is there an in-person option?
10:50 Speaking of tax planning, you mentioned that you recently, within the last year, had your biggest tax plan ever where you saved someone $1 million. Is that right?
14:13 We have a new growth plan at TaxPlanIQ.
18:20 I reached out to my favorite author Gino Wickman who wrote Traction: Get A Grip On Your Business.
19:21 I had Brandon Hall on The Concierge CPA.
21:00 Hopping back over to real estate: The short term rental loophole - tell us a little bit more about that, and tell us about what is going on with legislation there.
25:02 Are ya'll taking new clients, or are you maxed out?
27:43 Earlier you hinted at some unique ways you onboard clients and certain questions that you ask. We talked about this is something that is kind of unique to your firm. Tell us more about what you do.
31:20 People love transparency.
36:13 What do you think the biggest challenge is for small business owners or entrepreneurs, whether accountants or any white collar / blue collar business owner?
40:34 You spent the last year in an RV. Tell us all about that.
44:16 If anyone is interested in the home schooling: You mentioned some online resources. Is there a particular place you recommend people would go to start looking at that?
47:09 How can people reach out, or what is your handle to follow you on LinkedIn and Twitter?
🔗 Connect with Chad Huebsch
https://twitter.com/TheTaxNomad
https://www.linkedin.com/in/chad-huebsch-ea-ctp-5b71aa54
🔗 Connect with Dr. Jackie Meyer
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemeyerCPA
Jackie’s work at https://www.jackiemeyercpa.com
Outschool:
https://www.outschool.com
This episode is brought to you by TaxPlanIQ:
https://www.taxplaniq.com
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In this podcast episode of The Concierge CPA, host Jackie Meyer interviews Chad Huebsch, a former student of her coaching program and an accounting firm owner who transitioned to virtual work while traveling across the country with his family in an RV. They explore Chad’s entrepreneurial journey, highlighting his shift from a corporate career to running his own firm and how he found his passion for tax prep and advisory services, particularly for small business owners and real estate clients.
Chad emphasizes how going virtual significantly improved his work-life balance and expanded his hiring options, allowing him to recruit talent nationwide, a key benefit for entrepreneurs adapting to virtual work environments. Chad’s firm runs entirely remotely, and he shares how the firm handles the challenges of maintaining human connection and team cohesion with daily huddles, which foster communication and collaboration despite the physical distance.
One pivotal moment in Chad’s journey was when he sold his largest tax plan, saving a client $1 million in taxes. The plan focused on complex strategies like the qualified small business stock exemption and cost segregation. This accomplishment showcases the value of strategic tax planning for entrepreneurs and the confidence it gave Chad to push forward in his entrepreneurial ideas.
The conversation also touches on the freedom and flexibility offered by virtual work, allowing Chad and his family to explore all 48 states while running his business. Chad reflects on how important it is for entrepreneurs to pursue their passions and create systems that align with their values and lifestyles. He encourages business owners to embrace technology, take calculated risks, and remain dedicated to their entrepreneurial ideas to achieve success.
Throughout the episode, Jackie and Chad dive deep into the intersection of technology, entrepreneurship, and virtual work, illustrating how modern tax professionals can thrive in a changing landscape.
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#jackiemeyer #theconciergecpa
