She Left a 15-Year Career and Hit Capacity in Year One | Katie Helle
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She Left a 15-Year Career and Hit Capacity in Year One | Katie Helle
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You're grinding through tax season wondering when it gets easier. What if the answer isn't working more, it's being more intentional about what you build and who you build it with?
Katie Helle walked away from a 15-year career at a traditional firm, launched Scaled Accounting, and hit capacity faster than she ever planned. Her growth engine? Referral partnerships with financial advisors, real relationships built at conferences, and online communities where firm owners actually send each other business.
In this conversation, she breaks down how she schedules tax prep to protect her 40-hour weeks, why she intentionally doesn't want to scale into a massive firm, and what happened when growth came so fast she didn't have SOPs ready for the team she had to hire mid-tax-season.
If you're building a firm around your life instead of the other way around, this one's for you.
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