Accounting & Tax Services
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Jackson Pace (Refractional CFO)
In this episode of the Achieve Podcast, host Taylor Baker sits down with Jackson Pace, founder of Refractional CFO, to discuss building a niche financial services firm dedicated to optometry and ophthalmology practices. Jackson shares how his background in public accounting and healthcare finance led him to create a specialized business focused on helping doctors…
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Lahari Neelapareddy (TaxHero & LN Accounting Advisor)
In this episode, host Taylor Baker speaks with Lahari Neelapareddy, Founder and CEO of TaxHero and LN Accounting Advisor, about her journey from public accounting and advisory work to building client-focused firms. The conversation centers on her transition into entrepreneurship, her philosophy on advisory services, and how strategic accounting and tax guidance can help businesses…
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Jessica Smith (Tax Savvy Advisors)
In this episode, host Taylor Baker sits down with Jessica Smith, an Enrolled Agent and the founder and CEO of Tax Savvy Advisors, to talk about building a modern tax practice focused on IRS representation, tax reduction strategies, and scalable systems that make growth (and delegation) possible. What You’ll Learn Jessica’s story highlights what it…