I regularly meet tax accounting professionals who are burned out from working in a large firm. Some of these brave souls have ventured out on their own to become sole practitioners. They tell me they are seeking independence and more freedom to advise their clients comprehensively. They also hope to gain personal flexibility.
While this path can be rewarding, it can sometimes feel like performing a trapeze act without a net. Here are a few ways we provide a “safety net” for our professionals:
1. Experienced colleagues on hand
Ever had a question about a new tax law? Need to brainstorm an idea? At N&Co, collaboration is one of our core values. To that end, our professionals meet weekly to discuss questions they have come across in their work, as well as discuss new opportunities or law changes that could impact our clients.
2. Staff and other professionals available at the ready to back you up
Ever had a client reach out with an urgent question during your vacation? With us, you have staff ready to assist your clients and professionals available to step in, so you can truly relax!
3. Cutting-edge technology
Software, security and digital tools are a major expense for any business. Working with us ensures you are always utilizing the industry’s most advanced resources available to CPA firms.
4. An amazing Admin team that handles peripheral tasks so you can work at your highest level
Bogged down with e-filing errors or rejections? Spending too much time walking clients through the administrative side of their tax returns (scheduling pickups, assisting clients who have trouble logging in to retrieve digital returns, or meeting with clients so they can sign their e-file documents)? Our amazing Admin team handles all these, so our professionals are free to spend their time working one-on-one with clients, diving deep into tax planning and critically reviewing returns.
5. Freedom to do more of what you love: direct face time with clients and expanding your reach
Our firm’s model frees professionals from administrative tasks, allowing them to focus on client needs and expand their client base.
If you’re a sole practitioner who is considering a life that is #LessTaxing, please reach out to us.