Show notes
After spending 20 and 30 years respectively at their previous firm, Anna and Gwen made the leap to start Hodges and Hergenrader in October 2023, and the results speak for themselves. In just 18 months, they've built a thriving practice with 177 new clients, $1.7M in revenue, and a team that doesn't work overtime during tax season. They join Rachel and Marcus to share the real story behind their dining room table planning sessions, why they chose to open two offices from the start, and how focusing on monthly services instead of just tax returns transformed their approach to client relationships.Connect with Anna and Gwenhttps://www.handhadvisors.com/ Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss
(01:50) - Personal Backgrounds of Gwen and Anna
(05:13) - Best Advice Ever Received
(07:55) - Starting a New Firm: Challenges and Successes
(08:39) - Firm Operations and Client Services
(15:57) - Team Building and Hiring Practices
(21:00) - Early Days and Setting Up the Firm
(30:30) - Securing Office Space in Raleigh and Wilmington
(33:19) - Balancing Work and Personal Life
(35:45) - Reflecting on Business Challenges
(37:47) - Learning from Experience
(46:57) - Future Goals and Initiatives
(50:10) - The Value of Community Support
(54:23) - Final Thoughts and Gratitude