Scaling Down Post Covid and Designing the Ideal Lifestyle, w/Jeremy Wells

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

In this episode of Growing Your Firm, host David Cristello welcomes Jeremy Wells, EA and CPA, owner of JWellsCFO and Chief Operating Officer Steadfast Bookkeeping.

Jeremy Wells is a distinguished entrepreneur and financial expert, recognized for his innovative approach to accounting and business strategy. He has dedicated his career to empowering small businesses and solopreneurs through comprehensive tax planning and strategic business advisory services.

Jeremy specializes in tax planning and business strategy for small businesses and has been active in the field since 2018.

Before his accounting career, he spent a decade as a college instructor. The conversation delves into Jeremy's unique approach to business, which emphasizes a subscription-based model rather than traditional billing methods, making his services accessible to small businesses and individuals starting their entrepreneurial journeys.

Listeners can expect insights into navigating the challenges of running a business during the COVID-19 pandemic, along with Jeremy's expertise shared through his substack, J. Wells Tax, and his roles in various professional organizations. Tune in for valuable advice on tax strategy and business planning tailored for small businesses.