229 Carving out a Niche for Trust Taxes (feat. Ashley Francis, CPA)

Accounting High

Episode 229

FACULTY: Ashley Francis, CPA

CLASS: #Shoperations

In this episode, Scotty and Ashley Francis, CPA discuss her journey in becoming a CPA, building her niche practice focused on high-net-worth individuals, and exploring educational opportunities. Ashley shares her passion for accounting, spurred by early childhood experiences, and her growth from working in large accounting firms to running her own practice. She talks about her unique experience with trust and estate taxes, homeschooling her son, and the challenges and rewards of balancing a practice with educational endeavors.

Ashley and Scott do NOT discuss: AI, Jason Staats, or Automation!

📣 Shout Outs: Alicyn McLeod, Nicole Davis, Byron Patrick, Neil Stevenson, Ali Abdaal, Cal Newport, Deep Work, Misty Schachtell, Theatre of Public Speaking, Seattle Estate Planning Society, Matthew G Norton, Deloitte, Oura Ring, Twitter, AICPA Engage, Atlanta Tax, Jason Staats

Chapters:

00:00 Teaser

02:17 Introduction

05:01 The Role of Accountants in Society

13:47 Starting a Practice and Homeschooling

17:25 Building a Niche in Trust Taxes

21:05 The Power of Networking and Social Media

22:56 Balancing Practice and New Opportunities

28:10 Exploring White Labeling and Future Plans

🔗 Connect With Us On LinkedIn! 🔗

Ashley Francis, CPA

📎 https://www.linkedin.com/in/ashley-francis-seattle/

The Francis Group, PLLC

📎 https://francisgroupsea.com/

Scotty OKR Scarano

📎 https://www.linkedin.com/in/scottscarano/

Accounting High

📎 https://www.linkedin.com/company/accounting-high/

📎 https://www.accountinghigh.com/

Tags: Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, Taxation Podcast, CPA Interview, Trust Taxes, Financial Planning, Accounting Career, Estate Planning, Homeschooling, Wealth Management, High Net Worth, Accounting High Podcast, Professional Guidance, Financial Advisory, CPA Firm, Course Creation, Business Strategy, Tax Professionals, Seattle Tax, Family Office, Social Media Networking, Tax Automation