New Member Spotlight Name: Tracy Jones Company name: Tracy Jones CPA LLC Company address: Houston, TX When did you join PASBA? January 2021 How long have you owned your practice? Since December 2011 How did you hear about PASBA? Craig Hausz Number of PASBA style accounts: 50 How do you charge your business monthly accounts? Monthly ACH or credit card charge Number of live payroll clients you process: 2 Number of Owners: 1 Number of non-owner employees: 7
Tracy Jones
In a normal work week what percentage of your time is spent in production? 10%. Getting out of production was the first change I made after the last conference! Describe any marketing plans in place: Currently none. Google reviews have done the most. We did a lot of social media marketing for a year but stopped it to reduce costs. Describe your non-PASBA practice: 1040's (200 non-PASBA), 1041's(10), annual business returns (65 non-PASBA) and 990's (16). Describe any initial areas of your practice that you may need help with: Marketing and growing more PASBA style revenue for volume; initiating an incentive plan, general practice management. Welcome, Tracy!
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