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Cubicle to CEO

94. How To Make 2-4X More Money Per Client (and Save $10K+ In Taxes)

Cubicle to CEO

Ellen Yin

Entrepreneurship, Business, Marketing

5.0580 Ratings

🗓️ 17 May 2021

⏱️ 43 minutes

🧾️ Download transcript

Summary

Join our next Paid to Create 3 Day LIVE Challenge: ellenyin.com/paidtocreate If taxes make you want to cry, today’s guest is going to be your new best friend. Here to share how she saves her clients a minimum of $10,000 in taxes per year through overlooked deductions is tax strategist Jessica Smith, founder & CEO of Tax Savvy Jessica. After having her business as a side hustle for almost a decade, Jessica realized how much her ‘stable job’ was holding her back from the potential of her own company. She joined our Cubicle to CEO membership and within a year of implementing our Consistent Clients Cashflow System, had reached her first $10K month and took the leap from full-time employee to going full-time in her business and hiring her own employee! Stick around to hear 3 things all business owners need to do to prepare for tax season, her #1 tax saving vehicle you should consider, and how she changed her service structure to earn 2-4x more per client and scale her business to consistent $15K months! Connect with Jessica:  www.taxsavvyjessica.com @taxsavvyjessica Check out her 'Top 10 Quickbooks Online Mistakes' freebie available in our Cubicle to CEO Community Facebook Group! If you enjoyed today's episode, please: Post a screenshot & key takeaway on your IG story and tag me @missellenyin & @cubicletoceo so I can repost you. Leave a positive review on Apple Podcasts Subscribe for new episodes every Monday  Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

You're listening to the Keep Acolda CEO podcast, episode 94. If taxes make you want to cry,

0:06.4

today's guest is going to be your new best friend. Here to share how she saves her clients

0:11.3

a minimum of $10,000 in taxes per year through overlooked deductions is tax strategist Jessica

0:18.2

Smith, founder and CEO of Tax Savvy Jessica. After having her business

0:23.2

as a side hustle for almost a decade, Jessica realized how much her stable job was holding her

0:28.2

back from the potential of her own company. She joined our cubicle to CEO membership.

0:32.5

Within a year of implementing our consistent clients' cash flow system, had reached her first

0:37.2

10K month and took

0:38.8

the leap from full-time employee to going full-time in her own business and hiring her own

0:43.9

employee. Stick around to hear three things all business owners need to do to prepare for tax

0:48.9

season, her number one tax-saving vehicle you should consider and how she changed her service structure

0:54.7

to earn two to four times more per client and scale her business to consistent 15K months.

1:09.0

Welcome to the Cubicle to CEO podcast. I'm your host of marketing minimalist, Ellen Yin.

1:14.6

I'm a first generation Asian American founder who profitably grew my business to $1 million by age 26,

1:21.2

with no funding or debt. Now I'm on a mission to share what I've learned to help you scale your own

1:27.1

impact and income.

1:29.0

Whether you're trying to escape an actual cubicle or breaking out of a figurative box that has kept you stuck,

1:34.7

we're giving you access to the best and brightest minds in business on our show every Monday.

1:40.0

Listen in as these leaders impart their wisdom, inspiration, and encouragement to empower you

1:45.3

to become the CEO of your dream business and life.

1:54.5

Joining us today is a dear friend who previously did my books and was a fabulous part of my finance team.

2:04.0

Also, a past member of our cubicle to CEO membership, please help me welcome Jessica.

...

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