Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Aug 2, 2026 · 46 min · 13 segments
Can you run a thriving, hyper-local accounting practice while living in Mexico for four months of the year? Most accounting firm owners and managing partners assume that running a local firm requires…
That was a really, really lovely intro, and I am so glad that Justine Lackey, uh, @ mentioned me on your LinkedIn post because it, I mean, it led to this moment, and I'm so excited to be here with you.
So when we hopped on the call, we're gonna unpack your, your firm and, and a little bit of who you are, what you do, but the first thing I noticed when you hopped in, I'm like, I was like, "Nancy, where are you?" So for people not watching, if you're listening on Spotify or iTunes or whatever else, she like shows up, and most times people show up and they're like in an office and there's books or awards or a plaque or something or some pictures, but you're like in a place.
And then like Nancy shows up and she looks like she's in like some kind of like tropical paradise.
So the first thing I asked was, "Nancy, where are you?" So, so tell me, where, where are you-
Um, uh, no, I, I pinch myself sometimes 'cause like I can't believe it's true.
So from approximately New Year's until two to three weeks after Tax Day, uh, we're in Mérida, Mexico, which is just sorta straight south across the gulf from New Orleans.
Um, and people have asked, "Oh, are you affected by the violence?" And I'm like, "Uh, it, that's like so far away.
That's un- that'd be like asking somebody in Harrisburg, Pennsylvania if they're affected by like riots in Los Angeles or something." Like it, it's not like that at all.
We're in this beautiful, lovely, friendly place, nurturing, and we own a little house, and, um, it's one of the ways that I, um, it's one of the ways that I manage my stress during, uh, what...
I, I'll disagree with the people who say there's no such thing as busy season.
So, uh, there's a lot that be con- can be done to turn things into a year-round flow.
But busy season is still busier than the rest of the year, and so I love taking care of myself.
When I take a break, it's, you know, I take a little swim, or, um, you know, I look up into our hibiscus tree and I look at our, our beautiful little hummingbird coming to visit.
That was a really, really lovely intro, and I am so glad that Justine Lackey, uh, @ mentioned me on your LinkedIn post because it, I mean, it led to this moment, and I'm so excited to be here with you.
So when we hopped on the call, we're gonna unpack your, your firm and, and a little bit of who you are, what you do, but the first thing I noticed when you hopped in, I'm like, I was like, "Nancy, where are you?" So for people not watching, if you're listening on Spotify or iTunes or whatever else, she like shows up, and most times people show up and they're like in an office and there's books or awards or a plaque or something or some pictures, but you're like in a place.
And then like Nancy shows up and she looks like she's in like some kind of like tropical paradise.
So the first thing I asked was, "Nancy, where are you?" So, so tell me, where, where are you-
Um, uh, no, I, I pinch myself sometimes 'cause like I can't believe it's true.
So from approximately New Year's until two to three weeks after Tax Day, uh, we're in Mérida, Mexico, which is just sorta straight south across the gulf from New Orleans.
Um, and people have asked, "Oh, are you affected by the violence?" And I'm like, "Uh, it, that's like so far away.
That's un- that'd be like asking somebody in Harrisburg, Pennsylvania if they're affected by like riots in Los Angeles or something." Like it, it's not like that at all.
We're in this beautiful, lovely, friendly place, nurturing, and we own a little house, and, um, it's one of the ways that I, um, it's one of the ways that I manage my stress during, uh, what...
I, I'll disagree with the people who say there's no such thing as busy season.
So, uh, there's a lot that be con- can be done to turn things into a year-round flow.
But busy season is still busier than the rest of the year, and so I love taking care of myself.
When I take a break, it's, you know, I take a little swim, or, um, you know, I look up into our hibiscus tree and I look at our, our beautiful little hummingbird coming to visit.
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