Episode #14
Kicking PITAs and Taking Names (feat. Stephanie Holt)
recorded 6/14/2021
Stephanie Holt, Head Guru
1 Ackerman’s hoity-toity food blog https://scallionpancake.com/blog/catbirdseat
2 why’d you go the bookkeeper route and not the tax route?
3 people helping people
5 working in the deep south with good ol boys is exhausting
6 marginalized change agents
8 finding losses in the gains
10 transparency and accountability
11 the key to breaking bad habits
14 getting snowballed by some ex’s
18 break to pay the kids tutor
19 how do you go about firing a client?
21 do you rate your clients and give out PITA factors?
***shout out to Ed at Tax 1099***
23 not firing clients…raising prices
26 working with the Steady Eddies
28 setting expectations and the roadmap to success
