May 21, 2018
Tax pro and entrepreneur
Casimiro Jesse Peña sits with Jeff
and Andy for Tax Pro Nation’s first guest on the show. Jesse goes
deep into the insights that have helped him grow his tax career and
how truly caring about the client is key.
So many tax pros find themselves
facing challenges that prevent their growth either personally or
professionally. In this episode, Jesse shares vulnerably and openly
about the challenges he faced and how he overcame them.
Humility, consistency, care,
effort, empathy, patience. These are all things Jesse embodies that
have made all the difference for him.
As we talk through his career,
we get to The Pronto Path step of Multiplication, where Jesse finds
himself today. Compare notes with Jesse as he talks about the
struggle of finding team members who care about the client, who are
leaders, and who have what it takes to overcome challenges tax pros
face today.
Jesse serves the Latino
community in the area of tax preparation and immigration services.
He shares his views around serving this community and the next
generation of young Latinos deciding how to do their
taxes.
To learn more, and for the
complete show notes, visit:
http://taxpronation.com/10
Quotables:
- [02:58] “I love to help people. I feel that
with my service I am helping a family.” —Casimiro Jesse
Peña
- [21:09] “What is it that you need to be
consistent with and diligent about doing?” —Casimiro Jesse
Peña
- [31:16] “The most important attribute I have
with my client is because I care about my client. They trust me
because they know that I care.” —Casimiro Jesse Peña
In This Conversation We Cover:
- [02:30] What Jesse loves about doing tax
preparation
- [02:58] “I love to help people. I feel that
with my service I am helping a family.” —Casimiro Jesse
Peña
- [03:58] Jesse’s story about how he started in
the tax business at 21 years old
- [06:28] Why the tax business is a good fit for
entrepreneurs
- [08:05] How The Pronto Path matched Jesse’s
journey and helped him identify next steps
- [09:26] The two keys to Jesse signing his first
client
- [12:54] The most difficult step in Jesse’s
career
- [17:07] What is the number one habit that takes
a tax career to the next level
- [20:15] Jesse’s advice for brand new tax pros
just starting their career
- [21:09] “What is it that you need to be
consistent with and diligent about doing?” —Casimiro Jesse
Peña
- [22:34] Jesse shares why the Multiplication
step is the most difficult
- [26:15] Tips if you feel you have no support or
team
- [30:24] Client care and how to make clients
feel
- [31:16] “The most important attribute I have
with my client is because I care about my client. They trust me
because they know that I care.” —Casimiro Jesse Peña
- [33:15] How to find team members that actually
care about clients
- [35:00] Two potential ways to break through to
success in the Multiplication step
- [39:58] An unstoppable habit that will help you
overcome anything
- [42:59] What role to look for if you are
feeling overwhelmed with work
- [45:52] Three strategies around raising
prices
- [52:12] How to survive and thrive through
success and busy tax seasons
- [55:25] Why perspective is key when facing
challenges
- [58:11] How to turn a client handshake into a
hug
- [1:00:59] How the younger Latino community is
challenging tax pros serving them
- [1:04:23] An amazing perspective on
competition
Tax Pro Nation is sponsored
by Pronto Tax School, Inc. Sponsored links include:
The Pronto Path
infographic
http://taxpronation.com/path
Basic Income Tax (Federal)
course link:
http://taxpronation.com/basic
Business Tax Verified online
course link
http://taxpronation.com/business
To sponsor an episode,
please email hello@taxpronation.com
Tax Pro Nation is produced
by Podcast Masters