Building a Virtual Tax Firm While Traveling in an RV: Thriving in Entrepreneurship with Jackie Meyer and Chad Huebsch

The modern business world has been rapidly evolving, with virtual work becoming a lifeline for entrepreneurs who seek both freedom and efficiency. In a recent episode of The Concierge CPA, host Jackie Meyer, CPA, interviewed Chad Huebsch, founder and CEO of Blueprint Tax, who has not only embraced virtual work but also successfully managed his tax firm while RVing across the U.S. with his family. Their insightful conversation delved into the benefits and challenges of running a virtual accounting firm, all while balancing the entrepreneurial spirit and work-life integration.

You can listen to the full episode here, or on your favorite podcast platform.

Embracing Virtual Work: Dropping the Commute for Efficiency

One of the most notable decisions Chad made was taking his tax firm fully virtual. He cited the relief of no longer facing the daily commute in Phoenix’s rush-hour traffic as one of the best aspects of the shift. This decision granted him more time for both his business and personal life, exemplifying how embracing virtual work can enhance productivity.

However, virtual work wasn’t without its challenges. Chad admitted that one of the most difficult parts of going fully remote was losing the casual, face-to-face interactions that typically happen in an office environment. To counteract this, he implemented daily team huddles to maintain communication and ensure everyone remained connected. This strategy not only kept the human touch alive but also improved collaboration, even as his team expanded beyond Arizona to include employees in different time zones.

Chad’s experience illustrates how entrepreneurs can leverage virtual work to recruit talent from across the country, widening the hiring pool and ensuring a diverse and skilled workforce. This approach has become increasingly popular among firm owners seeking greater flexibility in managing their teams.

Entrepreneur Ideas: The Power of Specialization

As an entrepreneur, Chad found his niche in tax preparation and review, particularly for small business owners and real estate professionals. He shared that, initially, tax preparation was his primary passion because it felt like the culmination of a year’s worth of activity for his clients. Over time, however, his focus shifted towards tax planning, where he felt he could make the most significant impact.

During the podcast, Chad recounted one of his biggest wins: helping a client save $1 million in taxes through strategic planning. By utilizing complex tax strategies, including the Qualified Small Business Stock Exemption and cost segregation, Chad was able to deliver high-value advisory services. This success story underscores the importance of ongoing tax planning, particularly for entrepreneurs who may not realize how much proactive tax strategy can benefit their business.

Chad’s journey demonstrates that the key to entrepreneurial success often lies in finding and focusing on a specific area of expertise. For those in the tax and accounting field, this might mean offering high-value services like tax planning, which not only increases revenue for the firm but also offers substantial savings for clients.

Balancing Work and Life: The Freedom of RVing

One of the most fascinating aspects of Chad’s entrepreneurial journey was his decision to spend over a year traveling across the country in an RV with his family while continuing to run his tax firm. Chad, his wife, and their three children traveled to all 48 contiguous states, all while he maintained a full client load and managed his team remotely.

This lifestyle, fueled by the freedom that virtual work affords, is a dream for many entrepreneurs. Chad emphasized the importance of having a strong support system within the business, crediting his team for allowing him the flexibility to work from anywhere. He also shared how technology, particularly Starlink internet, made this level of remote work possible.

RVing allowed Chad to embrace the work-life balance that many entrepreneurs strive for but often find difficult to achieve. His story serves as an inspiring reminder that with the right systems, team, and technology in place, it is possible to combine adventure and career success.

How Entrepreneurs Can Use TaxPlanIQ to Grow Their Firm

As the episode wrapped up, Jackie Meyer highlighted the essential role of strategic tax planning for entrepreneurs. For accounting firm owners looking to grow their businesses and provide more value to their clients, TaxPlanIQ offers an innovative solution. With its user-friendly platform, TaxPlanIQ allows accountants to create custom-branded tax plans with just a few clicks, showcasing potential tax savings for their clients.

The software is designed to help entrepreneurs and accountants scale their advisory services, providing easy-to-understand steps, IRS court case references, and curated tax strategies. By integrating TaxPlanIQ into your firm, you can unlock new revenue streams while helping clients save money through proactive tax planning.

If you’re ready to take your tax firm to the next level, consider signing up for a free demo of TaxPlanIQ and discover how it can revolutionize the way you do business.