Don’t get stuck in the sole proprietor trap as the owner of your tax/accounting business. Instead focus on hiring the right people who you could see filling your place and making your business grow.
But hiring can feel like a hit or miss process. Sometimes you don’t know what kind of employee you have until you put work in front of them.
So, what kind of guidelines do you put in place for hiring the right employees? A few of them…
- Have a vision for what you want your business to be
- Fill your gaps, find your complements
- Hire for traits, not just skills
- Think about team fit
TaxProMarkter Founders Nate Hagerty and Troy Lakey talk about the specifics that guided them in the hiring process and helped them replace themselves and grow the agency.




Highlights
– “Sometimes people with the best skills aren’t the best fit.
– Let your culture guide you with finding the right people.
– Set up a three month trial for new hires.
This episode is brought to you by TaxProMarketer, a leading marketing agency serving CPA & tax firms. It was established in May of 2007 in response to increased demand for real-world, relationship-building (and profit-producing) marketing tools for use in the tax and accounting industry.
Currently, TaxProMarketer serves clients all across the United States and Canada who use their services to build relationships with their prospects & existing clients, as well as to grow the value of their business (for immediate cashflow and future sale-ability) by utilizing the following tools: a relational email marketing program, social media feed program, local listings management & optimization, and creating full “online marketing machines” for clients (which include SEO-optimized, conversion-centric custom websites).
TaxProMarketer is a Keap Certified Partner and a Digital Marketer Certified Agency.