Episode 187 | Case Study | How Rachel, A Solo Tax Firm Owner, Landed A $50,000 Client With Simple Follow Up

And now, let's welcome our special guest, Rachel, to the show.

Welcome, Rachel, to the show.

Thanks for having me.

I appreciate it.

Oh, my gosh.

Thank you so much for taking out the time to be here with us today on The Abundant Accountant podcast.

It's an honor.

Today is a very special day because I love when our amazing clients like Rachel come here to share how their life has literally changed, and I think for you, things have really shifted from what you shared about two years...

A year and a half ago now, I think, right, Rachel? About what you really wanted to create in, in your business and in your firm.

So, before we dive in, though, why don't you share with everyone, you know, when we first met, like, where you were in your business, what kind of firm you have, what do you, what services you specialize in.

You know, I know you do tax planning, but for those that don't know who the heck Rachel is, why don't you share a little bit of a background on yourself before we dive in today?

Yeah.

So, I'm a solar ow- solo owner tax and accounting firm in the southern suburbs of Chicago.

Um, yeah, I've been experiencing a lot of growth-

Mm-hmm

... over the last year.

And yeah, I do tax planning.

I do a little bit of representation work, but that's not-

Mm

...

the main focus.

Um, I really like to get into the nitty-gritty.

Mm-hmm.

I am the nosy accountant-

[laughs]