On today’s podcast I have my good friend Matt Bontrager on, who is my partner over at Truebooks. He has been with me the last three years helping me be more efficient in my taxes. We talk about what you can do this year in 2022 to make sure you are staying on track with your financial goals. It doesn’t happen by just thinking about them at the end of the year or when you file taxes in April. we also talk about what it was like for Matt when he was starting Truebooks with me and how it was his first endeavor as an entrepreneur, how it was keeping his faith with his job while having a kid. I think a lot of people can relate to his story being an entrepreneur but still providing for their family. I think you can get a lot of value from that! We also talk about time management an how you need to understand what you are actually worth! it is a really podcast! Also, if you haven’t heard, I just launched The Wealthy Way, where you can have access to my Wealthy Way course, planner, and discord community completely for free at https://thewealthyway.com.

How I Started A CPA Firm With Matt Bontrager | Ep. 008 -
https://youtu.be/Ho3r93kYlU4

Join the Wealthy Way today and get access to my free course, planner, and discord community! https://wealthyway.com
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Today we have our first ever repeat guest! This is a big occasion and I’ve got my partner from Truebooks here, Matt.

Since it’s the start of the year, I thought it was a good idea to discuss taxes. We have been growing this tax company for a few years now, and I’ve noticed that it we need a specific type of people for a tax company. Getting the tax company off the ground needs skilled professionals and the right team. Almost all of our employees are CPAs or sitting for the CPA exams.

Matt is from Las Vegas and is a licensed CPA. He went to work with the Big Four to earn his stripes and has worked at a few smaller firms. He DMed me on Instagram when I was looking for a new accountant. I was in a tight spot as I had already gone through three accountants!

At one of my company parties, Matt suggested that he get an office in my new office building, and we decided to just start a company instead! We were confident that the company would take off quickly, and we were right! Matt explains that our company is so fast moving that we can accomplish a project in 3-4 years, whereas other firms would span the same project in 8-10 years. Our entrepreneurial spirits definitely drive the growth of the company.

Matt discusses of he was fearful in the beginning. He was taking a pay cut to join the company and, as a new company, there wasn’t company hi