Ep #5: Building a Tax Practice Around Freelancers and Self Employed Clients

Dave Haase sits down with Adam Manning, Founder of Nomadic Solutions, to discuss building a tax practice that serves small businesses and self-employed clients others often overlook. Adam shares how he grew from helping 2 clients to running a full practice in just 2 years, with a unique focus on tattoo artists and gig economy workers. He explains his approach to making tax services affordable while staying profitable through automation and clear boundaries.

The conversation covers Adam's transition from corporate controller to practice owner, his interview process for qualifying clients, and how he structures services for freelancers who need guidance but can't pay traditional rates. Adam discusses the challenges of serving cash-based businesses like tattoo shops, where many artists live paycheck to paycheck but are increasingly willing to become legitimate business owners as the industry grows and gains social acceptance.

Key topics covered:

[00:00] Intro

[01:36] Nomadic Solutions Origin Story

[03:52] Serving Tattoo Artists and Freelancers

[06:24] Advisory Services for Gig Workers

[08:32] Industry Challenges and Revenue Scaling

[11:55] Balancing Profitability with Service

[15:23] Client Boundaries and Selection Process

[17:15] Managing Complex Bookkeeping Workflows

[21:40] Communication Standards and Client Fit

[25:29] Automation Tools and Tax Dome Integration

[29:05] Practice Management Software Transitions

[33:16] Fractional CFO Services Expansion

[35:18] Remote Client Relationship Building

[38:12] AI Impact on Tax Preparation

[42:28] Future of Human Expertise

A practical discussion on building sustainable tax practices that serve underserved markets while maintaining profitability and work-life balance.

The Modern Tax Pros Podcast is brought to you by Juno, AI tax prep software built for tax pros who are sick of 60-hour weeks.

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